Account Settings, Billing, & Security

Account Settings

• Administrator and Employee Abilities in a Tax Accounting Plan
• Removing an Employee from Your SmartVault Tax Plan
• Whitelisting SmartVault Email for Notifications
• Changing the Ownership/Primary Contact of a SmartVault Account
• Adding an Assigned Employee to Your SmartVault Account
• Administrator Settings: Security Enhancements

Billing

• Sales Tax FAQ
• Updating your SmartVault Billing Address
• Identifying your Billing System
• Upgrading from Tax Prep to Accounting Pro Plan
• Managing your SmartVault Subscription (UK)
• Updating Payment Information

Security