Take the first steps in setting up a new SmartVault account.
Update SmartVault account settings, billing and payments, notifications, and user licensing
Learn how to manage, organize, and share documents from the Connected Desktop, SmartVault Drive, and SmartVault Portal
Learn how to upload and share documents in SmartVault
Integrate SmartVault with your favorite tax, accounting, and business applications.
Import and invite users, clients, and guests. Grant permissions and assign group membership.
Customize the built-in templates for your folder structure and email notifications.
Get answers to common questions, like how to reset your password or understand an error message.