Uploading Files for Your Accountant to SmartVault

Overview

Your accountant has partnered with SmartVault to give you a secure way to share files. Your accountant has created your own vault (also called a folder) where they are storing your various tax documents. 

You can upload tax-related documents such as your W-2 to this folder. 

Accessing SmartVault

To access SmartVault, you must have your account administrator invite you (usually as a guest). If you have not received this invitation email, reach out to your account administrator and ask them to invite you. 

For more information, see Getting Started as a GuestThe following video walks you through getting started with the new Guest view.

Uploading Files for Your Accountant

See our Uploading Files as a Guest User.

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