Using SmartVault as a Guest User

Guests are individuals with whom a SmartVault user wants to share documents. Guests can upload and access files through the SmartVault portal, inbox, and mobile app.  

Below are links to important articles that explain how you can use SmartVault as a Guest user.

How SmartVault Protects You

Cybercrime will cost businesses over  $2 trillion in 2019, and 43% of cyberattacks target small businesses. 

SmartVault is the all-in-one solution for online document storage and secure file sharing. SmartVault is the only online document storage solution that's built for accounting and business professionals.

Smart cloud storage

SmartVault empowers companies to go paperless and centralize their documents with smart online document storage that's built for your business.

With cloud storage, in the event of a disaster, you can access firm and client data across multiple devices regardless of location. Cloud storage is also scalable and grows as your business grows. 

SmartVault makes file sharing easy

Enjoy the ease and convenience of sharing files in the cloud without compromising on security.

Security is built-in

SmartVault's secure file sharing protects documents and helps companies stay in compliance.

Getting Started with SmartVault

When you are added as a Guest to SmartVault, you must first activate your account. After that, you can log in to SmartVault and upload and download your documents.

Typically, an accountant invites their clients to access important tax forms in SmartVault as a Guest user. This ensures that each client can only access their own tax forms in their vault.

To activate your guest account and access SmartVault, you must have your account administrator invite you. 

Find out more: 

Getting Started as a Guest - This article explains how to sign in to SmartVault, upload files to SmartVault, and download files from SmartVault.

Setting Up Account Security

Two-Factor Authentication (2FA) adds several layers of security to your SmartVault account. With 2FA, you can prevent unauthorized access to your account. 

With 2FA, you log in using not only your email address and password but also a one-time verification code sent to your mobile device or email address that helps verify your identity. 

Once you set it up, 2FA is automatically activated if anyone tries to access your account from a new web browser or IP address. 

Why should you use 2FA on your SmartVault account?

Passwords aren’t as infallible as we think they are. Cybercriminals can test billions of passwords combinations in seconds. 

Worse, two-thirds of us use the same passwords on every account, which means if a criminal can crack one password, they usually can get access to all of our important accounts. 

With 2FA, you drastically reduce the chances of having your personal information stolen from you. 

Find out more: 

Setting Up Two-Factor Authentication - This article explains how 2FA works and how to set it up for your account.

Resetting Your Password

If you have forgotten your SmartVault password, it's easy to reset it. 

  Quick Tip

When resetting your password, if you do not receive the password reset email, try these two things:

    1. Check your Spam or Junk folder to see if the email landed there.
    2. Add as a contact or whitelist the email address in your email spam settings.

Find out more:

Resetting Your SmartVault Password

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