Firm admins can invite clients to use the portal, setting the appropriate permissions for each invited client. The portal allows access to stored documents from any location, using a variety of devices. The SmartVault Portal can be custom branded as desired. Multiple documents can be scanned in using a connected scanner, and users can easily create full-text search PDFs by opting to use Optical Recognition (OCR) capability. SmartVault supports a variety of scanners, including all TWAIN compatible scanners, as well as Canon, Ricoh, Hewlett-Packard, and Fujitsu ScanSnap scanners. Users can also send folder links to a client via email, though email recipients need to be an authorized user in order to access the folder via the included link.
#Smart vault full
Any folder that is shared in SmartVault will have specific permissions attached, with full access, read, create, write, and delete permissions available. Clients can also upload documents directly to SmartVault when needed.
Users can invite clients to sign up and access the documents in their vault using the client portal or directly from the Connected Desktop. All vaults have a parent folder and a subfolder structure, and users can create and utilize a vault template to expedite the vault setup process. Users can easily create a separate vault for each client, where a folder structure can be created specifically for each client. All documents are stored in vaults, with new vaults and folder structures created on any local computer, where they can then be moved directly into SmartVault. Users can also use the Connected Desktop for dragging and dropping documents from other applications directly into SmartVault. The Connected Desktop in SmartVault provides a central location for uploading, downloading, scanning, editing, and sending documents.
#Smart vault pdf
The application includes a PDF Printer that allows users to easily print any document to PDF, and save them in SmartVault from any application that is being utilized. SmartVault can be accessed using a variety of devices including a desktop system, web browser, smart phone or tablet. There are two editions of SmartVault available: SmartVault for Business and SmartVault for Accountants, with various plans offered in each edition. Along with online document storage, SmartVault also offers an integrated client portal, eSignature capability, and secure file sharing. The product is scalable, with plans available for small to enterprise level users. SmartVault offers secure online document storage, and is a good fit for businesses and accounting firms of any size. They are accessible in the Files and Folders screen shown in the second graphic below.From the 2019 reviews of Document Management and Storage systems for accounting firms. Some folders are locked for editing so are not visible here. The File Exchange screen gives you quick access to the folders where you can upload your files. Many will also allow you to take pictures of multiple pages to save into one PDF.
These apps will let you take a picture of your document and then will crop and convert them to a PDF.
#Smart vault download
TIP #3 – If you are not able to obtain PDFs of your tax documents and don’t have access to a scanner, there are a plethora of (free) PDF scanner apps that you can download to your cell phone. If you cannot combine your tax documents into one PDF, please name your files according to the content so that your Tax Preparer can easily identify it. TIP #2 – Combine similar items into one PDF. Please convert any graphics (JPG, PNG, IMG, HEIC) to PDF. We are not able to open HEIC files or webarchive file types. TIP #1 – Our preferred file format is PDF. We will be automatically notified when you upload files. Please upload your tax documents into the Client Source Documents folder in the appropriate TY (Tax Year) folder. You can upload your files in either the File Exchange view or the Files and Folders view. Access is specific to your email address and can be requested or confirmed by emailing If you already have access and have forgotten your password, click on the “Can’t Sign In?” link on the login page to reset it. To use SmartVault, you must have an invitation or activation link from API to get started.
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