Is SmartVault secure?

Over 1 million people trust SmartVault with their most sensitive documents. Built with bank level security, SmartVault’s single platform is the most secure way to store and share your documents.

What is SmartVault?

SmartVault is a secure online file sharing and document storage program that offers these features: Online Document Management: Access file anytime from any device. SmartVault delivers all the benefits of a cloud drive, with best-in-class security and productivity features you need to run your business.

How do I use SmartVault?

Uploading a Document from a Local or Network Drive

1. From the SmartVault Inbox, click Add.
2. Click Browse.
3. Navigate to the location of the document you want to upload, select the document, and click Open.
4. In the Name field, enter a name for the document.
5. In the Description field, enter a description for the document.

How does SmartVault integrate with QuickBooks?

SmartVault Integration

1. Attach source files directly to entries in QuickBooks.
2. Enhance your workflow with a built-in electronic Inbox.
3. Get a secure branded portal to share files.
4. Go MOBILE!
5. Upload, manage, and share files right from Outlook.
6. Get SmartVault “Inside” the apps you are already using.

How do I upload files to SmartVault?

Uploading a File from Your Computer

1. Sign in to the SmartVault Portal.
2. Select the folder where you will upload the document.
3. Click the Select files to upload icon. You can also click the browse link or drag and drop files from your computer to the folder.
4. Select the file(s) and click Open.

How do I download SmartVault?

Download the installation file from the Settings page

1. Sign in to the SmartVault Portal.
2. Click on your initials at the top of the screen, and click Settings.
3. Click MS Windows under SmartVault Apps for.
4. Click Download SmartVault for Microsoft Windows.
5. Run the installer file.

Is SmartVault cloud based?

Built with bank-level security, SmartVault offers a cloud-based, secure client portal and document management software with features & customizations designed for professional service businesses.

Does SmartVault have an app?

Find out more about installing the SmartVault app to your iOS device and installing it to your Android device.

How do I upload to SmartVault?

Is there a SmartVault app?

Does SmartVault work on Mac?

SmartVault Drive and Portal Are Compatible with Macs You can connect to the SmartVault Drive and the SmartVault Portal to access, upload, and share files from any device, including Macs.

How do I upload a PDF to my portal?

To get started, click on My Resources > Documents from the main navigation menu.

1. In the bottom right corner of your Documents page, click the red Fast Action Button.
2. On the Upload Files page, click on the Select files button to select one or more files from your computer.

How do I download SmartVault app?

What is connected desktop?

The Connected Desktop is the easiest way to work with the tax documents you store in SmartVault. Use the Connected Desktop to upload, download, scan, edit, generate, and send documents for specific clients.

What is a portal file?

A portal, is a place where files can be uploaded, downloaded, stored and shared in a safe and secure environment — 24/7.

How do you send Documents through portal?

To send a document to your client, you will first need to ensure that it has been added to their Documents tab. When you are on the Documents tab, select the file(s) you wish you upload and use the Portal button in the toolbar to “Upload Selected Files.” Your file(s) will now be uploaded.

How do I upload to YouTube?

YouTube Android app

1. Open the YouTube app .
2. Tap Create. Upload a video.
3. Select the file you’d like to upload and tap NEXT. If your video is 60 seconds or less and has a square or vertical aspect ratio, it will be uploaded as a Short. Learn more.