Learning About the New SmartVault Portal for Guests

This article explains the changes to the newly updated SmartVault portal, which makes it easier for guests to upload and download files.  

Uploading Files

Log in to your SmartVault account and navigate to the folder where you would like to upload your files. 

In the example below, we are uploading a W-2 form requested by your CPA into the Client Source Documents folder. 

1. Click Upload Documents.

2. Click the Client Source Documents folder.

3. Drag files to the Upload Files section.

Your accountant will automatically be notified whenever files are uploaded to your folder, so you don't have to let them know. 

Downloading Files

Log in to your SmartVault account and navigate to the folder containing the files you want to download.

In the example below, we are downloading a tax return that your CPA has sent.

1. Click on your vault.

2. Click the tax year folder TY18.

3. Click on the tax return PDF to view it in the browser.

Optional: Download the tax return to save it on your computer.

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