ACCOUNTING PLAN USER
If you’re an administrator getting started with a new SmartVault account for Accountants, you're in the right place!
Take advantage of SmartVault Academy — our free, self-paced onboarding video courses — to learn at your own pace.
For Guests or Clients: If you're invited to use SmartVault by another user, check out SmartVault for Guest Users for tailored guidance.
Managing Your Account
Adding Users
Adding Documents