Giving Access to Multiple Vaults to a Client

You can invite a client with the same email address to view multiple client vaults. Often this is practical when you prepare personal taxes and taxes for a business owned by the same client. With this method, you can use the same email address for the client in both.

Steps

  1. Sign in to the SmartVault Portal.
  2. Select Client Management from the left sidebar.

    CM_-_Left_pane.png

  3. Locate the client vaults you want to share with your client and verify that each client has the same email address

    CM_-_Access_to_multiple_vaults_-_same_email.png

  4. Select each client vault you want to share with your client, click the Actions button (next to + Add Client) and select Invite Clients.

    CM_-_Access_to_multiple_vaults_-_select_%2B_actions_button.png

    CM_-_Actions_menu_-_invite_clients.png

  5. The Sending Client Invites pop-up modal appears, displaying a list with the client(s) invited and the status.

    CM_-_Sending_client_invites.png

  6. Your client will now have access to all the client vaults you just invited them to.

 

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