How to Activate & Use SmartVault

NOTE: Tax files prior to 2021 will not be available in Smart Vault. Access previous years files in SecureDrawer and download them to your computer before June 1, 2022. You will be able to store and retrieve all files placed in your Smart Vault beginning in 2021 and beyond for as long as you are a tax client.

1. Log in to your SmartVault account.
2. Select Files and Folders to the left.
3. Click on the folder with your name or company name.
4. Click the folder with the files you wish to access.
   Double-click the file to view it in the browser.
5. Click Download to save the file to your computer. NOTE: If your document preview shows up skewed, you may need to adjust the zoom percentage of your preview.
6. Click Back to close the preview window.