New to SmartVault

Activation and Login Instructions

1

Open Actication Email

We have sent you an email invite to SmartVault to access your account.
2

Click "Activate" link

On your activation invite email, ensure to click the "Activate" link. This will take you to our SmartVault portal.
3

Authenticate

Enter your phone number and password to authenticate.
4

Create User

Click "Create My User" to get your account setup and active.
5

Complete Setup

Complete the steps to setup your user and you're all set!
6

Access Your Returns

Now you can access your current and all previous returns in your client portal. You can also get to our client portal through our website and clicking "Client Login".

Already activate your SmartVault account? Log in here.

SmartVault Help Articles

Viewing Your Folders

Downloading your Files

Uploading Files and Documents

Resolving "Failed to Upload" on Mobile Device

Need Assistance?

To resend your link, get help finding and accessing your documents, or uploading documents, please reach out to our team.

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SmartVault Support

For technical issues or more complex support, please reach out to the SmartVault team directly.

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