![]() ![]() Here is a link to a video explaining the registration process as well as how to use Smartvault. Here is a link to the Smartvault login page. These documents, as well as your completed tax returns, will be available for you to retrieve, should you ever need copies for any reason. Once you are logged onto Smartvault, you will have the ability to browse to any file, such as your tax documents, and then use the upload function to securely transmit those documents into the portal. If you are a client of Tim Kelly, email to have an invitation to register sent again. Current users should follow the normal login steps new users should have received an invite. If you are a client of Kevin Rego, email have an invitation to register sent again. This is a guide for all new users and current users of SmartVault. SmartVault is a document management software that enables businesses across various industry verticals such as construction, financial, accounting. The system uses bank-level encryption to allow documents to be exchanged between our office and our clients with high security. Read More.In response to the enormous increase in Identity Theft throughout the country, in early 2019 we introduced the use of a secure client portal, Smartvault. I am pleased to have moved over and would recommend. The current global pandemic has meant that the software has been a god send in maintaining client relations and service provision. SmartVault integration has been very easy and clients have embraced - I think that for many it looks like IE tree set up for navigating makes it easier and that a desktop version is available for their use - a feature taken away by Microsoft - they feel they have greater control too. I was using Office 365 Business and was fed up that Sharepoint kept falling over for clients - I had set it up as groups to move documents around as I provide payroll services, but often I would get an email from the client saying not received or can't access. Overall: Overall, I have been very impressed by SmartVault. Ě little expensive compared to other products, but it was best fit for the business Templates for Accounts/Payroll etc save a lot of time for setting up year on yearĬons: - Integration with Outlook - this is hit and miss if it works and mine doesn't meaning I can't link email in - have been advised it is due to not having the full office suite, though I have and it still wouldn't integrate ğree set up and training assistance including full run through of the software Good support, though confusing when you get an US number for someone who lives in India to assist! – I’m a UK based company Clients like the Apple integration and the fact it works happily with MAC's as comfortably as non-MAC Windows PC's We have 308 free smart vault logo png, vector logos, logo templates and icons. Ğasy to upload documents and great that it has a desktop version in addition to the online version. Search results for smart vault logo png icon vector. full for the company director down to folder or file specific Ğasy to set up and invite clients and give the appropriate access according to their status i.e. ![]() Pros: - Very user friendly and easy to navigate This site is usable for our organization but it is not one I spend more time with than absolutely necessary. Some of the prompts and buttons are very confusing, such as the "add" button next to pinned folders. It is not particularly user-friendly for the non-tech savvy, and the design and navigation is clunky and has the feel of an old school 2000s website rather than a streamlined modern design promoting easy use. Overall: Overall this is a functional site for our secure uploads of banking and personnel information to our company accountant. Pros: Secure database, short upload times, good search features to find past uploaded documents, easy to use once certain functions are enabled, download notifications to see who has received the items requested/uploaded.Ĭons: Difficult to navigate between folders in an account from an non-administrative end, upload process can be confusing when trying to upload to specific folders, pinning folders to Home Screen is not intuitive and using pinned folders is confusing because the "Add" button does not mean upload but means add another pinned folder. ![]()
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