• Account

• Licenses

• SmartVault Roles

• Features and Functionality

• Folders and Vaults

• 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