SmartVault for Guest Users

SmartVault users may invite their clients to create a SmartVault guest account. Guest users have their own account login and vault.  As a guest user, you’ll be able to:

Getting Started

A SmartVault account administrator must invite you to create a guest account. If you have not received an invitation email, reach out to your account administrator and ask them to invite you.

 

Activating your Guest Account

To activate your account:

  Important

Your accountant or document preparer needs to invite you to create a SmartVault guest account. If you have not received an activation email, please contact them.

  1. Open your activation email from SmartVault.
  2. Click the SmartVault Activation link.
  3. Enter your phone number and password.

      Note

    The rest of your information is entered automatically.

  4. Click Create My User.Create_my_user.png

Signing In to SmartVault as a Guest

  1. Go to the SmartVault portal, connected desktop app, or mobile app.
  2. Enter your email address and password you used to activate your guest account.
  3. Click Sign In.

      Note

    If you have forgotten your password, click Can't sign in? and follow the instructions to reset your password.

    image of sign in screen

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