This page provides quick access to the most common ways to upload and share documents in SmartVault.

Whether you need to upload files to your account, scan documents, print documents into SmartVault, or securely share files with clients or team members, use the sections below to open the step-by-step guide for your task.

Uploading Documents

Use the guides below to add files to SmartVault from your computer, scanner, or integrated software.

• Upload Files in the Online Portal
  Upload documents directly to a folder using the SmartVault Portal.
• Scan Documents
  Scan paper documents directly into SmartVault using the Connected Desktop and a TWAIN-compatible scanner.
• Drag and Drop Files
  Upload documents by dragging files from your computer into the Connected Desktop folder structure.
• Print Documents into SmartVault
  • Send Tax Returns from Lacerte (Intuit)
    Print tax returns directly from Lacerte into SmartVault.
  • Configure Printing and Routing with UltraTax (SmartRouting)
    Set up SmartRouting to organize documents printed from UltraTax automatically.
  • Print Tax Returns Using Auto-Filer
    Automatically print and organize tax returns into SmartVault using the Auto-Filer tool.
  • Upload Files Using the SmartVault PDF Printer
    Print any document to the SmartVault PDF Printer to upload it into SmartVault.

Sharing Documents

Use the guides below to securely send files to clients or team members or request signatures.

• Send Files from the Connected Desktop (Desktop App)
  Send files securely to clients or team members directly from the Connected Desktop.

• Send Files from the Online Portal
  Generate a secure SmartVault link to share a vault, folder, or file with others.

• Request Signatures Using SmartVault eSignature
  Send SmartVault documents for electronic signature using the DocuSign integration.