Understanding Doc Requests in SmartVault (for Guest Users)

Your accounting or tax professional may ask you to provide information or upload documents through SmartVault Doc Requests.

Doc Requests make it easy for you to send files or complete questionnaires securely within SmartVault.

Depending on what your professional sends you, you’ll see one of two types of requests: Request Docs or SmartRequests.

Document Requests (Request Docs)

If you’re asked to upload specific files—such as W-2s, bank statements, or receipts—you’ll receive a Request Docs request. You can:

• Click the email link to open the request.
• Upload files from your computer or mobile device (using SmartScan).
• Add comments or mark items as “This does not apply.”
• Submit your documents securely.

Learn more: Responding to a Document Request in SmartVault. [Add link to published article]

SmartRequests (Questionnaires)

If you’re asked to complete an online form that includes both questions and file uploads, you’ve received a SmartRequest.

SmartRequests are personalized questionnaires that may include prefilled answers from your previous tax engagement. You can:

• Review and update the prefilled information.
• Upload supporting documents directly within the form.
• Use Save & Close to return later.
• Track progress with the completion bar before submitting.

Learn more: Responding to a SmartRequest Questionnaire in SmartVault. [Add link to published article]

Accessing Your Requests

You can access your document or questionnaire requests in a couple of ways:

• From your email invitation — Click the secure link in the email you received.
  • If you’re not signed in, you’ll be prompted to log in first.
  • Once logged in, you’ll be taken directly to your request.
• From the SmartVault Portal 
  • Sign in to SmartVault.
  • Select Doc Requests from the left-hand navigation bar, or click View & Respond to Requests in the green Document Requests Pending! tile.