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 1. SmartVault
 2. Getting Started
 3. Resources
 4. SmartVault for Guest Users

 * Home
 * Account Settings, Billing, & Security
   * Account Settings
     * Account
       * Creating a SmartVault Account
       * Moving Client's Data to Their SmartVault Account
       * Clearing Account of all Client Vaults
       * Closing Your SmartVault Account
     * Licenses
       * Understanding SmartVault Licensing
       * Managing User Licenses
       * Understanding Users
       * What is a User License? What can they do?
       * What is a Guest User License? What can they do?
       * What is a Client User License? What can they do?
       * Signing Up a Reckon Customer to SmartVault
     * SmartVault Roles
       * Adding Additional Administrators to Your Account
       * Adding an Employee to Your SmartVault Account
       * Making an Employee a SmartVault Administrator
       * Changing Your User Information
       * Changing a Seasonal Worker to an Employee
       * Adding Users or Employees to SmartVault and Client Vaults
     * Features and Functionality
       * Understanding the Assign Employees Feature
       * Working with Custom Groups
       * Changing the Portal's Time Zone Setting
       * Preventing Users from Modifying Their Notifications
       * Applying Custom Branding to Your SmartVault Portal
       * Changing Your Account Properties
       * Enabling or Disabling Access to the Recycle Bin or the File Version
         History for Guests
       * Changing Alert Frequency for Upload or Download Notifications
       * Adding a Button or Link to SmartVault from Your Website
     * Folders and Vaults
       * Using Upload/Download Email Notifications for a Folder or Vault
       * Disabling Client Access to the Public Documents Vault
       * Making a Client Vault Private
       * Overview of Sharing Folders and Assigning Permissions
     * Assigning Employees to Clients in Bulk
     * Administrator and Employee Abilities in a Tax Accounting Plan
     * Removing an Employee from Your SmartVault Tax Plan
     * Understanding Zoning
     * Whitelisting SmartVault Email for Notifications
     * Share and View Access & Notification Permissions: Read, Write, Create,
       Delete
     * Changing the Ownership/Primary Contact of a SmartVault Account
     * Adding an Assigned Employee to Your SmartVault Account
     * Administrator Settings: Security Enhancements
   * Billing
     * Identifying your Billing System
     * Upgrading from Tax Prep to Accounting Pro Plan
     * Managing your SmartVault Subscription (UK)
     * Updating Payment Information
     * Updating Your SmartVault Billing Cycle
     * Viewing and Printing Your Invoices
     * Purchasing a Seasonal Worker License
     * Viewing Usage Information, Changing Your Plan, and Adding Licenses and
       Storage
     * I'm an accountant and want to use SmartVault with my client(s). Who
       should own the account - my client, or my firm?
     * Updating Add-ons for SmartVault Plans
     * Resolving the "You Have Exceeded the Space Allowed by your Plan for
       Files" Error
     * SmartVault Refund Policy
   * Security
     * Passwords and 2FA
       * Activating Your SmartVault Account
       * Resetting Your SmartVault Password
       * Change your Password
       * Using Two-Factor Authentication
       * Enable 2FA to Only Use Phone for Identity Code
       * Setting Up Two-Factor Authentication
     * Access & Notifications
       * What You Should Know about Sharing in SmatVault
       * Users, Clients or Guests Have Lost Access
       * Session Tokens and Auto Log-Out
       * Who Accessed My Account?
     * Portal and Connected Desktop
       * Viewing the Activity Log for a Vault or Folder
       * Removing Access to SmartVault, Specific Folders/Vaults, or Groups
     * SmartVault FAQs
       * What Happens to My Files After I Close My Account or Discontinue
         Service?
       * How to tell if an email comes from SmartVault
       * Encrypt a Hard Drive or Flash Drive Before Shipping
       * SmartVault Internal Security Policies
       * Understanding SmartVault's Service Level Agreement (SLA)
     * Profile Settings
       * Changing Your User Profile Information
       * Changing Your Email Address
       * Resending an Activation Link
       * Retrieving the Activation Email
       * Removing an Administrator from SmartVault
 * Getting Started
   * Resources
     * SmartVault for Guest Users
       * New Guest View Experience FAQs
       * Downloading your Files as a Guest User
       * Viewing your Folders as a Guest User
       * Viewing Delivered Files as a Guest User
       * Reviewing Files Received as a Guest User
       * Uploading Files as a Guest User
       * SmartVault for Guest Users
     * SmartVault Customer Review Program
     * SmartVault Customer Referral Program
     * SmartVault Training Webinars
     * Contact Us
     * SmartVault Academy
     * Getting Started for Accountants
     * Getting Started for Business
     * Getting Started for Accountants UK
   * Migration Resources
     * SmartVault Virtual Cabinet Migration Process
     * VC Data Migration FAQs
     * VC Migration Onboarding Stages and Migration Process
 * How To - SmartVault Core Features
   * SmartVault Certified Vault
     * Getting Started with SmartVault Certified Vault
     * SmartVault Certified Vault FAQs
   * SmartVault Request Docs
     * Getting Started with SmartVault Request Docs - Guest User Experience
     * SmartVault Request Docs FAQs
     * Getting Started with SmartVault Request Docs
   * SmartVault Desktop Software
     * Installation
       * Command Line Installation for Hosting Partners
       * Installing the SmartVault Desktop Software
       * SmartVault in a Hosted Environment
       * SmartVault Desktop Software System Requirements
       * Uninstalling and Reinstalling SmartVault
       * Exiting and Restarting the SmartVault for Windows Desktop Client (WDC)
     * SmartVault for UK
       * SmartVault Desktop Software Features (UK)
       * Understanding the SmartVault Connected Desktop (UK)
       * Exploring the SmartVault Launchpad (UK)
     * SmartVault LaunchPad
       * Explore the SmartVault Launchpad
       * SmartVault User Settings within the Launchpad
       * Signing in to SmartVault with the SmartVault Launchpad
       * Signing Out of the SmartVault Launchpad
     * FAQs
       * How does SmartVault affect my network bandwidth?
       * Does SmartVault work on a Mac?
       * Can I install SmartVault on more than one computer?
       * SmartVault Exceptions for the Firewall
       * Hosting Company FAQ for Lacerte or ProSeries
       * Manually Checking for SmartVault Updates
     * Document Workflow
       * Change the Location of the Upload to SmartVault Folder
       * Saving a New Office Document to SmartVault
     * SmartVault Desktop Software Features
     * Using the Upload to SmartVault Folder to Upload Files
     * Command Line Installation for Hosting Partners
     * Force Quitting the SmartVault Desktop Client
   * SmartVault Connected Desktop
     * Getting Started
       * Dragging and Dropping Documents Using the Connected Desktop
       * Understanding the SmartVault Connected Desktop
       * Uploading Files to SmartVault Using the Connected Desktop
       * Open a File from Connected Desktop
       * SmartVault Connected Desktop Glossary
       * Switching Accounts in the Connected Desktop
     * Document Workflow
       * Sending Files to a Client from the Connected Desktop
       * Sending a Password-Protected File
       * Print from the Connected Desktop
       * Scanning a Document Using the Connected Desktop and a TWAIN-Compliant
         Scanner
       * Using Annotations in the Connected Desktop
     * Clients
       * Finding Clients and Files in the Connected Desktop
       * Backing Up Your SmartVault Account
       * Delete a Client from SmartVault Using Connected Desktop
       * Viewing Client information in the SmartVault Connected Desktop
       * Opening a Client in the Portal from Connected Desktop
       * Merging Duplicate Clients in the Connected Desktop
       * Filtering Clients in Client List by Tax Type
     * Files and Folders
       * Exporting Data from the Connected Desktop
       * Editing PDFs using the Scan Document Window in the Connected Desktop
       * Sending Files from the SmartVault Connected Desktop to Your Desktop
       * Searching for a File or Folder in a Client Vault in the SmartVault
         Connected Desktop
       * Saving a File from Connected Desktop to Your Computer
       * Deleting Files or Folders in Connected Desktop
     * Troubleshooting
       * Clearing the Connected Desktop Cache
       * Using Refresh to View Files Added to a Client Vault in Connected
         Desktop
       * Refreshing the Client List in the Connected Desktop
     * Archiving and Restoring Clients
     * Dragging and Dropping Files in the Connected Desktop
     * Searching for a File or Folder in the SmartVault Connected Desktop
     * Renaming Files or Folders in Connected Desktop
     * Deleting a Container or Vault in the Files View of Connected Desktop
     * Cutting, Copying, and Pasting Tools in Connected Desktop
     * Creating a Folder in the Connected Desktop
     * Adding a New Vault in the Files View of Connected Desktop
     * Unlocking a File in the Connected Desktop
     * Issues Feature in the Connected Desktop
     * Using SmartVault's Search Bar in the Clients View of the Connected
       Desktop
     * Files View in the Connected Desktop
     * File Locking in Connected Desktop
     * Document View Toolbar
     * Document View Pane
     * Using the Client List Pane
     * Using the Connected Desktop
     * Using the Connected Desktop (UK)
     * Using the Client List Pane in the Connected Desktop (UK)
     * SmartVault Connected Desktop Glossary (UK)
   * SmartVault Portal
     * Guest Users
       * Uploading Files as a Guest
       * Uploading Files for Your Accountant to SmartVault
       * Understanding Guests
     * Clients
       * Navigating the New Client Management
       * Inviting Clients to Your SmartVault Account
       * Creating New Containers and Redistributing Clients
       * Adding Clients Using the SmartVault Dashboard (UK)
       * Understanding Clients, Client Types, and Type Qualifiers
       * Adding Clients Using the SmartVault Dashboard
       * Sending Tax Returns to Clients
       * Sharing a Vault with Guests and Clients
       * Understanding Clients
       * Editing a Client or Company Name
     * Getting Started
       * Sharing and Assigning Permissions to Folders
       * Exploring the SmartVault Dashboard
       * Exploring the New Home Page
       * Switching to the Dashboard View in the Client Portal
       * Sharing SmartVault Folders
     * Document Workflow
       * Sending Links to Vaults, Folders, or Files
       * Downloading a Copy of Your Documents
       * Adjusting a Client's End of Fiscal Year
       * Using the Recycle Bin to Delete or Restore Files and Folders
       * Sharing Vaults and Folders
       * Sending Tax Returns to Clients (UK)
     * Settings and Customization
       * Customizing Your Personal Settings
       * Editing the User Activation Email Template
       * Changing Folder Permissions
       * Adding and Removing Navigation Links and Dashboard Tiles
       * Creating New Containers and Redistributing Clients in the Portal
     * Advanced Features
       * Customizing Email Templates
       * Adding Client Type Qualifiers
     * Navigating the New Files and Folders View
     * Uploading Files to the SmartVault Portal
     * Editing Documents in the SmartVault Portal
     * Inviting a Seasonal Employee to SmartVault
     * Adding or Updating a Client's Email Address
     * Inviting Clients to Your SmartVault Account (UK)
     * Deleting a Client from SmartVault
     * Adding Additional Client Contacts to a Client Record
     * Sending Financial Statements
     * How can I get a copy of my documents?
     * Renaming a Folder or File in the SmartVault Portal
     * Previewing Documents Using the SmartVault Portal
     * Moving a Folder in the SmartVault Portal
     * Inviting a Guest or User to a Folder
     * Enhancing Your Search in the Portal with Wildcards
     * Deleting Files and Folders Using the SmartVault Dashboard
     * Viewing and Downloading Previous Versions of a File with Version History
     * Downloading Your Tax Return
     * Creating a Vault in the SmartVault Portal
     * Creating a Folder in the SmartVault Portal
     * SmartVault Dashboard Glossary
     * Changing your Default Page Size in the SmartVault Portal
     * Testing a SmartVault Email Template before Sending to a Client
     * Setting the Custom Salutation for Clients to Use with Email Templates
     * Setting Filters for the Client List and Client Engagements
     * Using the Send to Clients Module
     * Sending Organizers in Bulk from the SmartVault Dashboard
     * Sending the Organizer to Your Clients
     * Removing the Client Copy or Government Filing Copy from Your Tax Return
       Email Template When Sending a Tax Return Email Fails
     * Re-inviting Clients with Pending Account Activations in the SmartVault
       Portal
     * Navigating the Files View in Dashboard
     * Using the Improved Search in the SmartVault Dashboard
     * Manually Adding a Client ID
     * Changing Permissions on a Folder in Dashboard
     * Giving Access to Multiple Vaults to a Client
     * Adding Specific Preparer's Names to Your Email Templates for Each Client
     * Using the SmartVault Dashboard Account Menu
     * Modifying Email Templates for Customers
     * Previewing and Working with Documents Using the SmartVault Portal
     * Signing in to the SmartVault Portal
     * Updating a Client's Email Address
     * Creating a Vault Manager
     * Using SmartVault as a Guest User
     * Learning About the New SmartVault Portal for Guests
     * Learning About the New SmartVault Dashboard
     * Sending Financial Statements
     * Sending the Organizer to Clients
     * Testing a SmartVault Email Template (UK)
     * Using the SmartVault Dashboard Account Menu (UK)
     * SmartVault Dashboard Navigation Sidebar (UK)
     * Exploring the SmartVault Dashboard (UK)
     * Changing the Client Name in SmartVault
   * SmartVault Folder Templates
     * Creating a Folder Structure or Template
     * Creating and Using a Project Engagement
     * Managing Folder Templates
     * Turning Off Upload and Download Email Notifications
     * Turning on Notifications for a Folder Template
     * Creating a Client Engagement for All Clients
     * Creating Client Engagements for All Clients (UK)
     * Managing Project Templates
     * Creating Client Engagements in Bulk (UK)
     * Creating Engagements
     * Vaults and Folder Structure - Examples
     * Vault and Folder Structures - Best Practices
     * Naming Vault, Folders, and Documents
     * Understanding Vaults and Folders
     * Editing a Folder Name in Your Folder Templates
     * Deleting a Folder from a Folder Template
     * Creating a Project
   * SmartVault Drive
     * Manually Map the SmartVault Drive on Windows
     * Mapping the SmartVault Drive
     * Mapping the SmartVault Drive on a Mac
     * Creating Vaults and a Folder Structure Using the SmartVault Drive
     * How to Map the SmartVault Drive Using Transmit
     * Does SmartVault work on a Mac?
     * Searching in the SmartVault Drive
     * Mapping a SmartVault Drive on Windows Server 2008 and 2012
     * Mapping a SmartVault Drive on Windows 7, 8, and 10
     * Creating a Folder in the SmartVault Drive
     * Remapping the SmartVault Drive
     * Configuring Transmit for Mac OSX
     * Syncing SmartVault Data with GoodSync
     * Turning Off Protected View in Excel to Improve Performance of Opening
       Excel Documents from the SmartVault Drive
     * Using the Mapped Drive Diagnostic Tool
     * Installing an Alternative SmartVault Drive Client
     * Resolving the "Modifying a PDF in SmartVault Drive Requires you to Save
       the File with a Different Name" Error
   * SmartVault Outlook Plug-in
     * Installing the Outlook Plug-in for SmartVault
     * Getting Started with SmartVault Email Capture
     * Customizing Auto-Text for the Outlook Plug-in
     * Saving an Email Message Using the Outlook Plug-in
     * Requesting Files Using the SmartVault Outlook Plug-in
     * Sending Links to Files Using the Outlook Plug-in
     * Make Outlook Always Enable the SmartVault Plug-in
     * Using the SmartVault Outlook Plug-in
     * Customizing Auto-Text for the Outlook Plug-in
     * Changing the Email Address for SmartVault Outlook Plug-in
   * SmartVault Inbox
     * Exploring the SmartVault Inbox
     * Getting Access to the SmartVault Inbox as a Guest
     * Uploading Documents Using the SmartVault Inbox
   * SmartVault PDF Printer
     * Uploading Files to SmartVault Using the SmartVault PDF Printer
     * Auto-Filing a Document Using the PDF Print Driver
     * Using the SmartVault PDF Printer to Print from Windows File Explorer or
       Your Desktop
     * Using the SmartVault PDF Printer
     * Setting the SmartVault PDF Printer as Your Default Printer
     * Uploading Files to SmartVault Using the SmartVault PDF Printer (UK)
     * Printing Tax Returns to SmartVault Using the Auto-Filer Tool
   * Import Data Tool
     * Importing Data Using the Import Data Tool
     * Importing New Clients via a CSV File
     * Importing New Clients via a CSV File (UK)
     * Import More Data from DMS Using the Import Data Tool
     * Sharing the Complete Tax Return with Clients Instead of the Client Copy
       or Government Copy
     * Sharing Files in the Source Documents Folder with Clients
     * Sharing Files in The Organizer Folder with Clients
     * Migrating Your Intuit DMS Data with the DMS Data Migration Tool
     * SmartVault for Tax Accounting Trial Guide: The Data Migration Tool
     * Importing DMS Migration Data Offline
     * Reopening the DMS Data Migration Tool
     * Purchasing SmartVault and the DMS Data Migration Tool to Remove Trial
       Account Import and Client Limits
   * Bulk File Upload Tool
     * Copying Over Your Existing Folder Structure into SmartVault
     * Installing and Setting Up the SmartVault Bulk File Upload Tool
   * Power Tools
     * SmartVault PowerTools
   * Supported Scanners
     * Scanners to Use with SmartVault
     * Understanding and Creating Full-Text Searchable Documents
     * Scanning Documents Using the SmartVault Inbox and TWAIN-Compliant
       Scanners
     * Scanners Supported by SmartVault
     * Improving Document Scanning Speed and Reduce Scanned File Size
     * Scanned Letter-sized Document Displays as a Legal-sized Document
   * SmartVault for Mobile Devices
     * Uploading Files to SmartVault Using an iPhone or iPad
     * Uploading Files to SmartVault Using an Android Device
     * Downloading the SmartVault App
     * Resolving the "Failed to Create File" Error Message when Uploading on
       iPhone/iPad
     * Using SmartVault with Google Android Device
     * Resolving the Error While Opening a Document in iOS
     * Installing the SmartVault App for the iPad or iPhone
 * Troubleshooting
   * SmartVault Desktop Software
     * Resolving the "Access Denied Your Rights May Have Changed" Error
     * Resolving the "Padding is Invalid and Cannot be Removed" Error
     * Resolving the "Setup is not supported on 64-bit versions of Windows XP"
       Error
     * Resolving the SmartVault Client Updater Issue
     * Sending your SmartVault Logs to Support
     * Resolving the "No Network Connection" Error
     * Resolving the Issues With SmartVault After Maintenance
     * Resolving the "A Program Is Trying to Access Email Address Information
       Stored in Outlook" Error
     * Resolving the "The File [file name] has properties that can't be copied
       to the new location." Error
     * Resolving the "Could Not Load File or Assembly, Version=4.0.0.0" Error
     * Resolving the "Unknown error (0xffffffff) during SmartVault Update" Error
     * Resolving the "Access Denied. Your Rights May Have Changed" Error
     * Resolving the "Padding is invalid and cannot be removed" Error
     * Resolving the "Please Close the SmartVault Client Updater Window" Error
     * Resolving the "SmartVault.Core.SV_ObjectAlreadyExists: Object already
       exists" Error
     * Resolving Error Code (0×80040416)
     * Resolving the "Client ID Already Exists" Error
     * Resolving the SmartVault Text Does Not Fit the Box Issue
     * Resolving the "No Application is Associated with the Specified File PDF"
       Error
     * Resolving the "Object Already Exists at Csla.Server" Error
     * Resolving the "Object Error: Value "Value" is required and can not be
       saved" Error
     * Why is the SmartVault Launchpad Icon Orange?
   * SmartVault Connected Desktop
     * Could not load file or assembly ‘System.EnterpriseServices,
       Version=2.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a’ or one
       of its dependencies
     * Mail Recipient Doesn't Appear as a Send To Option in the SmartVault
       Connected Desktop
     * Resolving the "Unhandled Exception Has Occurred In Your Application"
       Error
     * Getting "Save As" Prompt when Saving a PDF
   * SmartVault Portal
     * Dashboard Page Not Loading - Kaspersky Total Security 2020
     * Restoring a Deleted File or Folder
     * Resolving Errors when Uploading a File to the Portal
     * Resolving the Unsupported File Extension Upload Failure
     * Resolving the Too Many Folders in a Vault Issue
     * Resolving the "The value 'xyzportal' can only contain alphanumeric
       characters. A hyphen may be used in the middle of the subdomain; but, not
       at the beginning or end" Error
     * Resolving the "Object not found" Error
     * Resolving the Maintenance Message or Display Issues in SmartVault Client
       Portal
   * SmartVault Drive
     * Attach File to Outlook Email not Working for SmartVault Drive
     * Windows Requests your SmartVault Credentials Every Time You Open an
       Office Document
     * Resolving "The Remote Name Could Not Be Resolved" Error
     * Resolving the "The local Device Name has a Remembered Connection to
       Another Network Resource" Error
     * Resolving the Mapped Drive “Network Not Found” Error - Additional Steps
       for Network Name Cannot Be Found Error
     * SmartVault Drive Performance is Slow
     * Resolving the "The Network Path was Either Typed Incorrectly, does not
       Exist, or..." Error
     * Resolving the Drive Refers to a Location that is Unavailable when Mapping
       a SmartVault Drive Issue
     * Resolving the 0x80070780 Error
     * Resolving the "The local device name is already in use" Error
     * Resolving the "The Operation Being Requested was not Performed Because
       the User has not been Authenticated" Error
     * Resolving the Excel File Does Not Save in SmartVault Drive Issue
     * Resolving the "Multiple connections to a server or shared resource by the
       same user, using more than one user name, are not allowed" Error
     * Resolving the "Network Name Cannot be Found at SVault.Client.WebDrive.
       UI.WNetSDK.Connect" Error
     * Opening an Excel File Generates An Error
   * SmartVault Outlook Plug-in
     * Corrupted PIN File for the Outlook Plugin — Changed Windows Password
     * Fixing Outlook if the SmartVault Plug-in is Not Appearing in the Toolbar
     * Forcing Outlook to Always Enable the SmartVault Plugin
   * SmartVault PDF Printer
     * Fixing the Print Driver Configuration
   * Import Data Tool
     * Import Data is Blank
     * Reading and Fixing DMS Migration Errors
   * Supported Scanners
     * Resolving the "Transfer Failed Error when Scanning" Error
     * Resolving the Errors When Scanning to SmartVault
     * Resolving the "Failed to Scan Document" Error
     * Invoke, or BeginInvoke Cannot be Called on a Control until the Window
       Handle has been Created
   * SmartVault for Mobile Devices
     * Resolving the "Failed to Upload the File" Error
 * Integrations
   * TaxCalc
     * TaxCalc Integration - Adding a client to SmartVault from within TaxCalc
     * Integrating your SmartVault Account with TaxCalc
     * Uploading a TaxCalc eSign Envelope to SmartVault
     * Uploading Files from TaxCalc to SmartVault
     * Adding an Additional TaxCalc User in SmartVault
     * Integrating TaxCalc with SmartVault
     * Exporting Your Client List from TaxCalc
   * QuickBooks Online
     * Debugging the Logging for QBO Browser Extensions
     * Installing the SmartVault Toolbar for QuickBooks Online, Xero, or
       FreshBooks
     * Attaching Documents to the SmartVault Web Browser Toolbar
     * QBO Does Not Complete Authorization in Chrome
     * Troubleshooting Guide: Quickbooks Online Toolbar
     * Disabling/Removing the SmartVault Browser Extension
   * QuickBooks Desktop
     * Troubleshooting
       * Errors
         * Resolving the "Access to Path is Denied QuickBooks" Error
         * Resolving the "This application does not have permission to access
           QuickBooks (0x8004041A)" Error
         * Resolving the "Program Can’t Start Because MSVCR71.dll is Missing
           From Your Computer" Error
         * Resolving the "Access Denied When Trying to Add a QuickBooks Company
           File to a Vault" Error
         * Resolving the "COMException (0×80040414)" Error
         * Resolving the "COMException (0x80040405) qbXML Components Have Not
           Been Installed" Error
         * Resolving the "Backup Files are in Use. Backup Cannot Proceed, Some
           Files are Currently Locked" Error
         * Resolving the "COMException (0x8004040A) A QuickBooks company data
           file is already open" Error
         * Resolving the "Could Not Read Association Information from
           QuickBooks" Error
         * Resolving the "System.Runtime.InteropServices.COMException
           (0×80040154)" Error
         * Resolving the "Restore Cannot Proceed, Some Files are Currently
           Locked" Error
         * Resolving the "(0x80040438) The application trying to connect to
           QuickBooks is not supported while multiple instances of QuickBooks
           are running" Error
         * Resolving the "QuickBooks SDK has Failed to Register the SmartVault
           User Interface Extension" Error
         * Resolving the "This Operation Failed Because the QueryInterface Call
           on the COM Component for the Interface Failed due to the Following
           Error: Library Not Registered" Error
         * Resolving the "This Application is Not Allowed to Login
           Automatically" Error
         * Resolving the "Adding Will Exceed Company Limit" Error
         * Resolving the "System.Runtime.InteropServices.COMException
           (0x80040408)" Error
         * Resolving the "System.Runtime.InteropServices.COMException
           (0x80040405): qbXML components have not been installed" Error
         * Resolving the "System.Runtime.InteropServices.COMException
           (0x8004030A)" Error
         * Resolving the "System.Runtime.InteropServices.COMException
           (0×80040417)" Error
         * Resolving the QuickBooks Desktop - Revoked Certificate Error
         * Resolving the "Retrieving the COM Class Factory for Component with
           CLSID {FC3C4882-C13E-46E7-96F1-CEE3133207B7} (8007007e)" Error
         * Resolving the "QuickBooks User has Denied Access (0×80040420)" Error
         * Resolving the "Object is Not Valid and Cannot be Saved" Error
         * Resolving the "Object is Not Valid and Cannot be Saved. The Value
           ‘Name’ is too Long" Error
         * Resolving the "Object is Not Valid and Cannot be Saved. The Value
           ‘OriginalLength’ is Greater than the Maximum" Error
       * Compatibility Issues with QuickBooks Desktop 2022
       * Troubleshooting Guide: Quickbooks Desktop Toolbar
       * Can't Create New Folder on QuickBooks Company File Folder
       * Capturing QuickBooks Verbose Logging
       * Turning Off QuickBooks Running in the Background
       * Resolving the "Failed to Attach the Document" Error
       * Resolving the SmartVault Toolbar for QuickBooks Desktop Toolbar is
         Missing Issue
       * Running Reboot.bat to Fix the SmartVault Toolbar
       * Running the Fix QuickBooks Registration Utility
     * Getting Started
       * Integrating SmartVault with QuickBooks
       * Re-integrating QuickBooks with SmartVault
       * QuickBooks Users: Vault Structure for Sharing QuickBooks Company Files
       * Adding a Company File to SmartVault
       * Signing in to SmartVault with the SmartVault QuickBooks Toolbar
     * Document Workflow
       * Attaching Supporting Documents to QuickBooks Desktop Transactions
       * Attaching a Document in the SmartVault Inbox to a QuickBooks Entry
       * Using the QuickBooks Reporting Tool
       * A Quick Look: SmartVault for QuickBooks Document Management
       * Deleting QuickBooks Company File Backups
       * Sharing Attached QuickBooks Documents with Clients
     * FAQs
       * Moving a Company File to Another Vault
       * Supported QuickBooks Online Transactions
       * Can I use SmartVault to host my QuickBooks file?
       * Can I store my database files (like QuickBooks or Microsoft Access) in
         SmartVault?
       * Supported QuickBooks Desktop Transactions
       * Supported QuickBooks Versions
       * Stop QuickBooks "Add Company" Popups
       * Removing Company Files in Dashboard View
     * Reckon
       * Backing Up QuickBooks or Reckon Accounts Company Files
       * Restoring QuickBooks or Reckon Accounts Company Files
     * SmartVault and QuickBooks Integration Workflow
   * Intuit Lacerte and ProSeries
     * Getting Started
       * Connecting Lacerte or ProSeries to SmartVault
       * Importing Clients from Lacerte or ProSeries Using the Import Data Tool
       * Migrating Clients from Lacerte to SmartVault with the Data Migration
         Tool
       * Managing and Inviting Lacerte or ProSeries Tax Clients
       * Importing More Clients from ProSeries Using the Import Data Tool
       * Using the SmartVault Drive to Save Signed eSignature Documents from the
         Lacerte or ProSeries eSignature Feature
       * Manually Granting SmartVault Access to Integrate with Lacerte or
         ProSeries
     * Printing
       * Printing Tax Returns to SmartVault from Intuit Lacerte or Intuit
         ProSeries
       * Resolving the "Cannot Print Because of Missing Integration Queues
         Folder" Error
       * Printing Lacerte Tax Organizers into SmartVault
       * Printing ProSeries Tax Organizers into SmartVault
       * Printing to SmartVault from Lacerte (Video)
       * Cannot Print from Lacerte/ProSeries to SmartVault after Upgrading to
         Windows 10
       * Lacerte / ProSeries printing clients as "Individual" Client
       * Setting SmartVault as the Default Print Option in Lacerte 2014
     * Clients
       * The married couple got divorced. What do I do? (Lacerte)
       * The married couple got divorced. What do I do? (Proseries)
     * Troubleshooting
       * Changing a Lacerte or ProSeries Client ID in SmartVault
       * Resolving the "Failed to Upload the Following Document" Error
       * Resolving the Lacerte or ProSeries Errors when Printing to SmartVault
       * SmartVault Extension is Checked but ProSeries Won’t Display SmartVault
         in Print Dialogue
       * Updating a Missing or Incorrect Tax Client Email Address in Your Tax
         Application
       * Resolving the "Cannot Print to SmartVault - Integration Queues Folder
         Missing" Error
       * Clearing the PTDesktop Folder
       * Resolving the "CodeBase" Error
       * How Do I Contact Lacerte or ProSeries Support?
       * Lacerte or ProSeries Tax Year Is Missing From Import Data Feature
     * Data Migration
       * Migrating Clients from ProSeries to SmartVault with the Data Migration
         Tool
     * SmartVault and Intuit ProSeries Integration Workflow
     * SmartVault and Intuit Lacerte Integration Workflow
   * Fujitsu ScanSnap Scanner
     * Manually Create a ScanSnap Profile for the Fujitsu iX1500 Scanner
     * Documents Not Scanning to the Toolbar with ScanSnap
     * Configuring a Fujitsu ScanSnap Scanner
     * Creating SmartVault ScanSnap Profiles for Fujitsu ScanSnap Scanners
     * Scanning Documents to the SmartVault Toolbar with Fujitsu ScanSnap
     * Scanning Documents Using the SmartVault Inbox and a Fujitsu ScanSnap
       Scanner
     * Scanning Documents Using the SmartVault Connected Desktop and a Fujitsu
       ScanSnap Scanner
     * Resolving the "SmartVault ScanSnap Profiles Could Not be Created
       Successfully" Error
     * Manually Creating SmartVault Profiles for Fujitsu ScanSnap Scanners
   * DocuSign
     * Adding DocuSign Subscription to your SmartVault Account
     * DocuSign Subscription FAQs
     * Sending Multiple Documents From SmartVault To DocuSign
     * Creating a New DocuSign Account and Integrating with SmartVault
     * Integrating an Existing DocuSign Account with SmartVault
     * Using DocuSign's Get Signature Feature with SmartVault Documents
     * Adding Your Employees to DocuSign
     * Why Choose SmartVault's E-Signature Solution?
     * Adding KBAs to Documents in DocuSign
     * Purchasing More DocuSign Envelopes and KBAs
     * Understanding DocuSign's Envelopes and KBAs
   * Reckon Accounts
     * Understanding Vaults and Folders For Reckon Partners
     * Getting Started - SmartVault for Reckon Partners
     * Vault Structure for Sharing Reckon Accounts Company Files
     * Adding a Reckon Accounts Company File to SmartVault
     * Attaching a Document in the SmartVault Inbox to a Reckon Accounts Entry
     * Attaching Supporting Documents to Reckon Accounts Transactions
     * Sharing Attached Reckon Documents with Clients
     * Using the Reckon Accounts Reporting Tool
     * Supported Reckon Accounts Transactions
     * Creating Vault and Folder Templates for Reckon
     * Troubleshooting Guide: Reckon Accounts Toolbar
   * Xero
     * Supported Xero Transactions
   * HubDocs
     * Changing Hubdoc's Upload/Destination Folder within SmartVault
     * Integrating Hubdoc with SmartVault
   * Canon On Touch Scanner
     * Configuring a Canon CaptureOnTouch Scanner
     * Creating Shortcuts for Canon P-215II or Canon P-208II Scanners
     * Scanning Documents to SmartVault with Older Canon CaptureOnTouch Scanners
     * Scanning Documents Using the SmartVault Connected Desktop and a Canon
       P-215II or Canon P-208II Scanner
     * Scanning Documents Using the SmartVault Inbox and a Canon P-215II or
       Canon P-208II Scanner
   * FreshBooks
     * Attaching Documents Using the SmartVault Toolbar for FreshBooks
   * Salesforce
     * Integrating Salesforce with SmartVault
 * Release Notes
   * Release Notes 2020
     * November 2020 Release Notes
     * August 2020 Release Notes
     * July 2020 Release Notes
     * June 2020 Release Notes
   * Release Notes 2021
     * November 2021 Release Notes
     * November 2021 Connected Desktop Release Notes
     * September 2021 ECR Release Notes
     * August 2021 Release Notes
     * August 2021 ECR Release Notes
     * July 2021 Release Notes
     * June 2021 Release Notes
     * May 2021 Release Notes
     * March 2021 Release Notes
     * February 2021 Release Notes
     * January 2021 ECR Release Notes
     * January 2021 Release Notes
   * Release Notes 2022
     * January 2022 Release Notes
   * Previous Updates and Releases
     * Previous Service Updates and Releases
     * Release Notes
     * Historical Release Notes
     * Release Notes


Toggle navigation


SMARTVAULT FOR GUEST USERS


Overview


Guests are individuals with whom a SmartVault user wants to share documents.
Guests can upload and access files through the SmartVault portal, inbox, and
mobile app.  

Typically, an accountant or document preparer invites their clients to access
important documents in SmartVault as a Guest user. This ensures that each client
can securely access their own tax forms or other documents in their vault.

  Note

As a Guest user, you can only upload and download files - upload, download, and
view your files in the specific folders you have been granted access. Use the
File Exchange option in the left navigation bar to upload requested files and
review files uploaded quickly.


GETTING STARTED WITH THE NEW GUEST VIEW


ACTIVATING YOUR GUEST ACCOUNT

  Note

To activate your guest account and access SmartVault, you must have your account
administrator invite you. If you have not received an invitation email, reach
out to your account administrator and ask them to invite you.

 1. Open your activation email from SmartVault.
 2. Click SmartVault Activation Link.
 3. Enter your phone number and password.
    
    
      Note
    
    The rest of your information is already entered by default.

 4. Click Create My User. 
    
    


SIGNING IN TO SMARTVAULT AS A GUEST

 1. Go to my.smartvault.com.
 2. Enter your email address and password you used to activate your guest
    account.
    
 3. Click Sign In. 
    
    
    
      Note
    
    If you have forgotten your password, click Can't sign in?


UPLOADING FILES TO SMARTVAULT

SmartVault recommends Guests use the File Exchange option to upload files to
SmartVault. The File Exchange feature quickly identifies the folders where you
have permission to upload files, so you don’t have to open every folder to see
where you can upload.

 1. Log in to your SmartVault account.
 2. Select File Exchange. You will see only the folders where you can upload
    files.
    
    

 3. Click the folder where you would like to upload your files.
 4. Click Upload file to open the Upload file here window.
 5. Click Upload a file to browse for the file or drag and drop it into the
    window.
 6. Click Save file. A confirmation message appears. 
 7. Click the x to close the message.
    
    

Your accountant will automatically receive a notification whenever you upload
files to your folder, so you don't have to let them know.


VIEW AND DOWNLOAD FILES SHARED WITH YOU

 1. Log in to your SmartVault account.
 2. Select Files and Folders in the left navigation. You will see the folders
    where all your files are available to you. 
 3. Click on the folder with your name or company name, referred to as a Vault
    within SmartVault.
 4. Navigate to the folder containing the files you want to view or download.
    
      Note
    
    In this example, we are viewing and downloading a 2020 tax return that your
    CPA has sent.

 5. Click the tax year folder TY20.
    
    
    

 6. Double-click the file to view it in the browser.
    
    

 7. Click Download to save the file to your computer.
    
    

 8. Click Back to close the preview window. 
    
    


EXPLORE MORE 

 * Reviewing Files Received as a Guest User
 * Viewing Delivered Files as a Guest User

  Tip

Attached to this article, you can find a one-pager outlining the updates and
changes to the Guest View. Share this material with your clients to offer a
simple and easy understanding of the new Guest View process and experience.

 * SmartVault Getting Started with the New Guest View v4.pdf
   (800 KB)

Prev Uploading Files as a Guest User

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TABLE OF CONTENTS

SmartVault for Guest Users
 * SmartVault for Guest Users
 * Getting Started with the New Guest View
 * Activating your Guest Account
 * Signing In to SmartVault as a Guest
 * Uploading Files to SmartVault
 * View and Download Files Shared with You
 * Explore More

...

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