You can send your clients requests for documents, such as tax returns and bank statements. Your clients will submit their documents from their SmartVault guest accounts.

Creating and Customizing a Request Docs Template

To create and customize a Request Docs template:

1. Sign in to the SmartVault Portal.
2. Click Request Docs in the navigation bar.
3. Follow the onboarding tutorial if it's your first time using Request Docs, or click View Templates to create or edit a template (recommended).

   

     Important

   If you are an Account Employee or an Assigned Employee, you can use an existing template or ask your administrator to create a new one.

4. On the Request Templates page, click a template to edit it or Actions to make a copy or delete it.
5. Customize the template as needed and click Save changes.
6. Click Home , then Request Docs in the left navigation bar.

Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand icon in the bottom right corner to enlarge it. 

Sending a Document Request

To request a document:

1. From the Request Docs page, click Request Docs at the top of the page to start a new request.
2. In the Client box, enter your client's name to add them to the client list. Repeat for multiple clients.
3. Choose the Request Template you'd like to use.
   • Choose an Engagement type and year if you're requesting a time-bound engagement, like Tax or Accounting services.
   • If you select a project engagement, choose a Project Template and enter a Name for the project.
4. Review the requested files in the Files Request List section and enter a Note for your clients. 
5. Click Send Request. Your client(s) will receive an email notification to respond to your request.

Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand icon in the bottom right corner to enlarge it.