As a Guest User, you can download files into the specific folders you have been granted access to.
In the example below, we are downloading a 2020 Tax Return sent by your accountant.
- Go to my.smartvault.com.
- Enter your email address and password you used to activate your guest account.
- Click Sign In.
If you have forgotten your password, click Can't sign in?
- Select Files and Folders.
- Click on the folder with your name or company name, referred to as a Vault within SmartVault.
- Navigate to the folder containing the files you want to download.
- Click the tax year folder TY20.
- Click the tax return PDF to view it in the browser.
- Click Download to download the tax return to your computer, if necessary.
- Click Back to close the preview window.