You would need to register and create an account. Your username is the email address we used to send you the invite. You must create a password to access your Smart Vault folders. Remember to create a 12 digit password with a combination of upper/lowercase letters, a number and a symbol.
You may reset your password by clicking on the forgot password button.
Once logged in, you will see your name and Public Documents. Click on your name and you will be directed to a page where it says Tax. Click on the Tax Folder and it will show you all the years available for you to view. Choose the TY file you want to see and click on it and another set of folders will be available for you to view.
From the main page, click on your name and then click on the Tax Folder. From the Tax Folder you will see the Upload File Button on the left hand side of the page before the list of all the Tax Year Folders. Click on the upload file button and a small box will pop out that will allow you to either drag your files to the box or browse for the files you are to upload from your computer. Once the files are visible in the box, choose to send email notification.
Locate the Tax Year Folder you want to download from. The folder will list all pdf files available for download. Click the file name and it will open a preview page with the option to download the file.
If you no longer have access to your old email, please let us know so we can update your access to SmartVault as we are the only ones who can update your information.
Yes, but you would need to notify us because we’ll need to send an invitation out to the new user.
My QB file shows the symbol under sync. What is happening?