Add a new vault under your account or a container using the Files View in Connected Desktop.
If you use a tax account, you shouldn't use this method to create client vaults. For your tax clients, adding the client through the SmartVault Portal automatically creates a vault for that client.
Adding a New Vault in the Files View
- Open the Connected Desktop.
- Select the account or container you want to create a new vault and right-click on that account or container.
You cannot create a vault underneath a vault.
- Select New Vault.
- The vault is created and automatically named New Vault.
- Right-click on the vault and select Rename. Name your vault accordingly.