You can access account-level tasks from the SmartVault Dashboard by clicking on your account name, displayed along the top of every section within the Dashboard. The account-level tasks available in this account menu are the same tasks available in the Advanced View in the SmartVault Portal.
Dashboard Account Menu
Note: Screens may differ slightly for non-tax accounting users.
The account menu is accessible from any page in the Dashboard and is displayed along the top of each page. On the Dashboard's main page, the menu is initially collapsed.
Click on your account name to expand the menu.
Each task is subcategorized so that you can quickly locate related tasks. Each task offered here is similar to the account tasks that appear when you click on your account within the Advanced View in the SmartVault Portal.