SmartVault Navigation & Use

SmartVault is the secure online file-sharing program that we use to share documents with our clients. Click the button below to log into SmartVault.

Uploading Files to SmartVault

  1. Log in to your SmartVault Account.
  2. Select File Exchange.
  3. Select “Client Uploads to Clergy Advantage” folder
  4. Click the blue “Upload File”, then click in the center of the window that appears. Next, a window with your computer files appears – navigate to the file you wish to upload. Select the file, and choose Open. You will see the names of the files listed in the upload box. Repeat for additional files.
  5. Click Save. A confirmation message appears in the lower left of your screen.

Print or Download Files from SmartVault

  1. Log in to your Smart Vault account.
  2. Select “View Files and Folders” on the left side of the screen.
  3. Select the folder you wish to open: either the Document Library , or your Vault – the folder with your name or company name on it.
  4. Click on the folder that contains the files you wish to access.
  5. Click on the file to view it in the browser. You can print or download the file.
    1. TO PRINT: Click the icon with three dots, at the top right (next to the blue Download button). Select Open or Print PDF, the document will open in a new tab. Click the printer icon at the top right corner of the screen. Once printed, close the tab.
    2. TO DOWNLOAD: Click Blue Download button at the top right of the document preview screen, then save the file to your computer.
  6. Click Back on the left corner of the screen to close the preview window.
SmartVault video
Play Video about SmartVault video

To play the video full screen, click the full screen button on the video player bar (see image below).

vimeo video player bar illustration

Navigating to your Vault or the Document Library

Select “View Files and Folders” from the far left side of the screen.

Document Library: This is a public library of information and required forms that you will need for the tax prep process.

Your Name /Company Name – This is your vault.

Your Tax Organizer, engagement agreements, and completed tax returns are located here. If you have businesses we prepare returns for, you will see additional vaults for each business.

In the tax year (TY) folders in your Vault, you will see these folders:

  • Client Organizer: Your Tax organizer and engagement agreements are here.
  • Client Returns: Completed returns and vouchers are placed here.

Issues or Difficulties?

If you are having issues with activating or using your SmartVault account, please contact us: / 970-667-5819

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