Removing an Employee from Your SmartVault Tax Plan

To remove an employee:

  1. Sign in to the SmartVault Portal.
  2. Click Manage Employees.
    ME_-_Left_sidebar.png
  3. Navigate to the employee you want to delete and click the Delete Employee icon.
    ME_-_delete_employee.png

The employee and the employee's vault are both deleted from your account.

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