Getting Started for Accountants

If you’re an administrator getting started with a new SmartVault account for Accountants, you're in the right place! Get started with the basics on this page.

You and your staff can also sign up for SmartVault Academy, our free, self-paced learning and onboarding video platform.

If you’re a Guest or Client of another SmartVault user, see our SmartVault for Guest Users.