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INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
RESTORING A DELETED FILE OR FOLDER To restore a deleted file or folder: Sign in to the SmartVault Portal. Go to the vault or folder that contains the file which was deleted. Click the Container properties icon. Enable the checkbox next to the items you want to restore. Click Restore .SMARTVAULT
Smart Vault Loading, please wait SMARTVAULT : SIGN IN Sign in to your account below. Email Address. Password. SHOW. Remember email. Can't sign in? INSTALLING THE OUTLOOK PLUG-IN FOR SMARTVAULT Overview. The SmartVault Outlook plug-in makes it easy for Outlook users to securely share and manage files. Outlook also helps you stay in compliance with state TWO-FACTOR AUTHENTICATION SCAMS: WHAT YOU NEED TO KNOW For this Two-Factor authentication scam to work, the bad guys need the following three things: With the data breaches that have occurred, chances are your username and password (one reason why using the same password for multiple sites is a very bad idea) may be in the wrong hands. Now the bad guys just need to phish for your authenticationcode.
CLEARING THE CONNECTED DESKTOP CACHE Clearing Your Connected Desktop Cache. 1. Ensure all files have been saved and closed. Note: Deleting the cache without saving files will result in the loss of unsaved changes to those files. 2. Click the arrow pointing upward on the bottom right of your screen. Right-click on the SmartVault icon and select Exit to completely close out of SMARTVAULT : SIGN IN Sign in to your Copeland Financial Portal. Email Address. Password. SHOW. Remember email. ONLINE DOCUMENT & SECURE FILE SHARING SOFTWARE PROVIDERSIGN INFEATURESPRICINGSOLUTIONSSEE A DEMOINTEGRATIONS Schedule a 15-minute demo. Secure, cloud-based document management and storage built for the unique security, compliance, and workflow needs of business professionals. SmartVault is the all-in-one solution for online document storage and secure file sharing. Now's the time to standardize and digitize your workflow with the only solution that's SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
RESTORING A DELETED FILE OR FOLDER To restore a deleted file or folder: Sign in to the SmartVault Portal. Go to the vault or folder that contains the file which was deleted. Click the Container properties icon. Enable the checkbox next to the items you want to restore. Click Restore .SMARTVAULT
Smart Vault Loading, please wait SMARTVAULT : SIGN IN Sign in to your account below. Email Address. Password. SHOW. Remember email. Can't sign in? INSTALLING THE OUTLOOK PLUG-IN FOR SMARTVAULT Overview. The SmartVault Outlook plug-in makes it easy for Outlook users to securely share and manage files. Outlook also helps you stay in compliance with state TWO-FACTOR AUTHENTICATION SCAMS: WHAT YOU NEED TO KNOW For this Two-Factor authentication scam to work, the bad guys need the following three things: With the data breaches that have occurred, chances are your username and password (one reason why using the same password for multiple sites is a very bad idea) may be in the wrong hands. Now the bad guys just need to phish for your authenticationcode.
CLEARING THE CONNECTED DESKTOP CACHE Clearing Your Connected Desktop Cache. 1. Ensure all files have been saved and closed. Note: Deleting the cache without saving files will result in the loss of unsaved changes to those files. 2. Click the arrow pointing upward on the bottom right of your screen. Right-click on the SmartVault icon and select Exit to completely close out of SMARTVAULT : SIGN IN Sign in to your Copeland Financial Portal. Email Address. Password. SHOW. Remember email. SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
ACTIVATING YOUR SMARTVAULT ACCOUNT Overview. Once you sign up for a trial at www.smartvault.com, you're brought to the SmartVault Portal.Follow the steps below to finish setting up your account. Activating Your Account. Locate and open the SmartVault activation email. 10 BENEFITS OF ESIGNATURE Here are 10 benefits of including eSignature in your workflow. Today. Enhanced security. You can be confident that your documents will make it to the right people with security controls including automatic independent verification. Also known as Knowledge Based Authentication (KBA), this independent verification step is required for certain IRS EXPLORE THE SMARTVAULT LAUNCHPAD SmartVault Portal. This is a shortcut that launches your preferred web browser and takes you to the login screen for the SmartVault Portal. The Portal allows you to organize, share, view, and store your documents online. You can also manage your SmartVault account and perform administrative tasks, such as view your Activity Log orrecover a
DOWNLOADING THE SMARTVAULT APP Overview. SmartVault's native app lets you take SmartVault with you and access your documents no matter where you are. Using SmartVault on your mobile device is like having a whole filing cabinet and a mail room right inside your pocket! UPLOADING FILES TO THE SMARTVAULT PORTAL Overview. You can upload or drag and drop documents up to 2GB from your computer to a folder in the SmartVault Portal. Note: You can also upload files using your iOS or Android device. Uploading a MAPPING THE SMARTVAULT DRIVE The SmartVault Drive lets you access your files from SmartVault directly from the File Explorer on your computer. This can save you time when you move files between your desktop and SmartVault. Yo SMARTVAULT : SIGN IN Sign In Sign in to your SmartVault account below. SHOW. Remember email CURRENT OPENINGS: CUSTOMER SUCCESS MANAGER Customer Success Manager - US. The Job. Reporting to the Manager of Customer Success, the Customer Success Manager will support the Smartvault existing customers base.As a Customer Success Manager, you will educate customers, help solve technical problems, help with continued adoption of our products and services, and help with upselland expansion.
ONLINE DOCUMENT & SECURE FILE SHARING SOFTWARE PROVIDERSIGN INFEATURESPRICINGSOLUTIONSSEE A DEMOINTEGRATIONS Schedule a 15-minute demo. Secure, cloud-based document management and storage built for the unique security, compliance, and workflow needs of business professionals. SmartVault is the all-in-one solution for online document storage and secure file sharing. Now's the time to standardize and digitize your workflow with the only solution that's SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
SMARTVAULT
Sign in to your SmartVault account below. Email Address. Password.SHOW.
SMARTVAULT
Smart Vault Loading, please wait TWO-FACTOR AUTHENTICATION SCAMS: WHAT YOU NEED TO KNOWTWO FACTOR AUTHENTICATIONTWO FACTOR AUTHENTICATION DEFINITIONTWO FACTOR AUTHENTICATION SOFTWAREGOOGLE TWO FACTOR AUTHENTICATIONAPPLE AUTHENTICATION TWO FACTORWHAT IS TWO FACTOR AUTHENTICATION For this Two-Factor authentication scam to work, the bad guys need the following three things: With the data breaches that have occurred, chances are your username and password (one reason why using the same password for multiple sites is a very bad idea) may be in the wrong hands. Now the bad guys just need to phish for your authenticationcode.
CLEARING THE CONNECTED DESKTOP CACHE Clearing Your Connected Desktop Cache. 1. Ensure all files have been saved and closed. Note: Deleting the cache without saving files will result in the loss of unsaved changes to those files. 2. Click the arrow pointing upward on the bottom right of your screen. Right-click on the SmartVault icon and select Exit to completely close out of SMARTVAULT : SIGN INSMARTVAULT SIGN INSMARTVAULT PORTAL SIGN INSMARTVAULT ALTERNATIVESMARTVAULT CONNECTED DESKTOPSMARTVAULT PRICINGSMARTVAULT CONNECTED DESKTOP DOWNLOAD to your Padden Cooper SmartVault account. Email Address. Password.SHOW.
SMARTVAULT : SIGN IN Sign in to your Copeland Financial Portal. Email Address. Password. SHOW. Remember email. ONLINE DOCUMENT & SECURE FILE SHARING SOFTWARE PROVIDERSIGN INFEATURESPRICINGSOLUTIONSSEE A DEMOINTEGRATIONS Schedule a 15-minute demo. Secure, cloud-based document management and storage built for the unique security, compliance, and workflow needs of business professionals. SmartVault is the all-in-one solution for online document storage and secure file sharing. Now's the time to standardize and digitize your workflow with the only solution that's SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
SMARTVAULT
Sign in to your SmartVault account below. Email Address. Password.SHOW.
SMARTVAULT
Smart Vault Loading, please wait TWO-FACTOR AUTHENTICATION SCAMS: WHAT YOU NEED TO KNOWTWO FACTOR AUTHENTICATIONTWO FACTOR AUTHENTICATION DEFINITIONTWO FACTOR AUTHENTICATION SOFTWAREGOOGLE TWO FACTOR AUTHENTICATIONAPPLE AUTHENTICATION TWO FACTORWHAT IS TWO FACTOR AUTHENTICATION For this Two-Factor authentication scam to work, the bad guys need the following three things: With the data breaches that have occurred, chances are your username and password (one reason why using the same password for multiple sites is a very bad idea) may be in the wrong hands. Now the bad guys just need to phish for your authenticationcode.
CLEARING THE CONNECTED DESKTOP CACHE Clearing Your Connected Desktop Cache. 1. Ensure all files have been saved and closed. Note: Deleting the cache without saving files will result in the loss of unsaved changes to those files. 2. Click the arrow pointing upward on the bottom right of your screen. Right-click on the SmartVault icon and select Exit to completely close out of SMARTVAULT : SIGN INSMARTVAULT SIGN INSMARTVAULT PORTAL SIGN INSMARTVAULT ALTERNATIVESMARTVAULT CONNECTED DESKTOPSMARTVAULT PRICINGSMARTVAULT CONNECTED DESKTOP DOWNLOAD to your Padden Cooper SmartVault account. Email Address. Password.SHOW.
SMARTVAULT : SIGN IN Sign in to your Copeland Financial Portal. Email Address. Password. SHOW. Remember email. SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
CLIENT PORTAL SOFTWARE Securely share files with a branded client portal. SmartVault's online document storage and secure file sharing solution comes with a built-in client portal, so you can securely and easily share files with employees, clients, and vendors. To make it truly yours, you can brand it with your company logo, color schemes, and custom subdomains to link to your website. INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
RESTORING A DELETED FILE OR FOLDER To restore a deleted file or folder: Sign in to the SmartVault Portal. Go to the vault or folder that contains the file which was deleted. Click the Container properties icon. Enable the checkbox next to the items you want to restore. Click Restore . SMARTVAULT : SIGN IN Sign In Sign in to your SmartVault account below. SHOW. Remember email SMARTVAULT : SIGN IN Sign In Sign in to your account below. Email Address; SHOW. RememberPassword
GO.SMARTVAULT.COM
go.smartvault.com
SMARTVAULT : SIGN IN Welcome Guests Upload your documents here. Email Address; SHOW.Remember email
ONLINE DOCUMENT & SECURE FILE SHARING SOFTWARE PROVIDERSIGN INFEATURESPRICINGSOLUTIONSSEE A DEMOINTEGRATIONS Schedule a 15-minute demo. Secure, cloud-based document management and storage built for the unique security, compliance, and workflow needs of business professionals. SmartVault is the all-in-one solution for online document storage and secure file sharing. Now's the time to standardize and digitize your workflow with the only solution that's SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
SMARTVAULT
Sign in to your SmartVault account below. Email Address. Password.SHOW.
SMARTVAULT
Smart Vault Loading, please wait TWO-FACTOR AUTHENTICATION SCAMS: WHAT YOU NEED TO KNOWTWO FACTOR AUTHENTICATIONTWO FACTOR AUTHENTICATION DEFINITIONTWO FACTOR AUTHENTICATION SOFTWAREGOOGLE TWO FACTOR AUTHENTICATIONAPPLE AUTHENTICATION TWO FACTORWHAT IS TWO FACTOR AUTHENTICATION For this Two-Factor authentication scam to work, the bad guys need the following three things: With the data breaches that have occurred, chances are your username and password (one reason why using the same password for multiple sites is a very bad idea) may be in the wrong hands. Now the bad guys just need to phish for your authenticationcode.
CLEARING THE CONNECTED DESKTOP CACHE Clearing Your Connected Desktop Cache. 1. Ensure all files have been saved and closed. Note: Deleting the cache without saving files will result in the loss of unsaved changes to those files. 2. Click the arrow pointing upward on the bottom right of your screen. Right-click on the SmartVault icon and select Exit to completely close out of SMARTVAULT : SIGN INSMARTVAULT SIGN INSMARTVAULT PORTAL SIGN INSMARTVAULT ALTERNATIVESMARTVAULT CONNECTED DESKTOPSMARTVAULT PRICINGSMARTVAULT CONNECTED DESKTOP DOWNLOAD to your Padden Cooper SmartVault account. Email Address. Password.SHOW.
SMARTVAULT : SIGN IN Sign in to your Copeland Financial Portal. Email Address. Password. SHOW. Remember email. ONLINE DOCUMENT & SECURE FILE SHARING SOFTWARE PROVIDERSIGN INFEATURESPRICINGSOLUTIONSSEE A DEMOINTEGRATIONS Schedule a 15-minute demo. Secure, cloud-based document management and storage built for the unique security, compliance, and workflow needs of business professionals. SmartVault is the all-in-one solution for online document storage and secure file sharing. Now's the time to standardize and digitize your workflow with the only solution that's SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
SMARTVAULT
Sign in to your SmartVault account below. Email Address. Password.SHOW.
SMARTVAULT
Smart Vault Loading, please wait TWO-FACTOR AUTHENTICATION SCAMS: WHAT YOU NEED TO KNOWTWO FACTOR AUTHENTICATIONTWO FACTOR AUTHENTICATION DEFINITIONTWO FACTOR AUTHENTICATION SOFTWAREGOOGLE TWO FACTOR AUTHENTICATIONAPPLE AUTHENTICATION TWO FACTORWHAT IS TWO FACTOR AUTHENTICATION For this Two-Factor authentication scam to work, the bad guys need the following three things: With the data breaches that have occurred, chances are your username and password (one reason why using the same password for multiple sites is a very bad idea) may be in the wrong hands. Now the bad guys just need to phish for your authenticationcode.
CLEARING THE CONNECTED DESKTOP CACHE Clearing Your Connected Desktop Cache. 1. Ensure all files have been saved and closed. Note: Deleting the cache without saving files will result in the loss of unsaved changes to those files. 2. Click the arrow pointing upward on the bottom right of your screen. Right-click on the SmartVault icon and select Exit to completely close out of SMARTVAULT : SIGN INSMARTVAULT SIGN INSMARTVAULT PORTAL SIGN INSMARTVAULT ALTERNATIVESMARTVAULT CONNECTED DESKTOPSMARTVAULT PRICINGSMARTVAULT CONNECTED DESKTOP DOWNLOAD to your Padden Cooper SmartVault account. Email Address. Password.SHOW.
SMARTVAULT : SIGN IN Sign in to your Copeland Financial Portal. Email Address. Password. SHOW. Remember email. SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
CLIENT PORTAL SOFTWARE Securely share files with a branded client portal. SmartVault's online document storage and secure file sharing solution comes with a built-in client portal, so you can securely and easily share files with employees, clients, and vendors. To make it truly yours, you can brand it with your company logo, color schemes, and custom subdomains to link to your website. INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
RESTORING A DELETED FILE OR FOLDER To restore a deleted file or folder: Sign in to the SmartVault Portal. Go to the vault or folder that contains the file which was deleted. Click the Container properties icon. Enable the checkbox next to the items you want to restore. Click Restore . SMARTVAULT : SIGN IN Sign In Sign in to your SmartVault account below. SHOW. Remember email SMARTVAULT : SIGN IN Sign In Sign in to your account below. Email Address; SHOW. RememberPassword
GO.SMARTVAULT.COM
go.smartvault.com
SMARTVAULT : SIGN IN Welcome Guests Upload your documents here. Email Address; SHOW.Remember email
ONLINE DOCUMENT & SECURE FILE SHARING SOFTWARE PROVIDERSIGN INFEATURESPRICINGSOLUTIONSSEE A DEMOINTEGRATIONS Schedule a 15-minute demo. Secure, cloud-based document management and storage built for the unique security, compliance, and workflow needs of business professionals. SmartVault is the all-in-one solution for online document storage and secure file sharing. Now's the time to standardize and digitize your workflow with the only solution that's SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
TWO-FACTOR AUTHENTICATION SCAMS: WHAT YOU NEED TO KNOWTWO FACTOR AUTHENTICATIONTWO FACTOR AUTHENTICATION DEFINITIONTWO FACTOR AUTHENTICATION SOFTWAREGOOGLE TWO FACTOR AUTHENTICATIONAPPLE AUTHENTICATION TWO FACTORWHAT IS TWO FACTOR AUTHENTICATION For this Two-Factor authentication scam to work, the bad guys need the following three things: With the data breaches that have occurred, chances are your username and password (one reason why using the same password for multiple sites is a very bad idea) may be in the wrong hands. Now the bad guys just need to phish for your authenticationcode.
RESTORING A DELETED FILE OR FOLDER To restore a deleted file or folder: Sign in to the SmartVault Portal. Go to the vault or folder that contains the file which was deleted. Click the Container properties icon. Enable the checkbox next to the items you want to restore. Click Restore .SMARTVAULT
Smart Vault Loading, please wait INSTALLING THE OUTLOOK PLUG-IN FOR SMARTVAULT Overview. The SmartVault Outlook plug-in makes it easy for Outlook users to securely share and manage files. Outlook also helps you stay in compliance with state CLEARING THE CONNECTED DESKTOP CACHE Clearing Your Connected Desktop Cache. 1. Ensure all files have been saved and closed. Note: Deleting the cache without saving files will result in the loss of unsaved changes to those files. 2. Click the arrow pointing upward on the bottom right of your screen. Right-click on the SmartVault icon and select Exit to completely close out of SMARTVAULT : SIGN IN Sign in to your Copeland Financial Portal. Email Address. Password. SHOW. Remember email. ONLINE DOCUMENT & SECURE FILE SHARING SOFTWARE PROVIDERSIGN INFEATURESPRICINGSOLUTIONSSEE A DEMOINTEGRATIONS Schedule a 15-minute demo. Secure, cloud-based document management and storage built for the unique security, compliance, and workflow needs of business professionals. SmartVault is the all-in-one solution for online document storage and secure file sharing. Now's the time to standardize and digitize your workflow with the only solution that's SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
TWO-FACTOR AUTHENTICATION SCAMS: WHAT YOU NEED TO KNOWTWO FACTOR AUTHENTICATIONTWO FACTOR AUTHENTICATION DEFINITIONTWO FACTOR AUTHENTICATION SOFTWAREGOOGLE TWO FACTOR AUTHENTICATIONAPPLE AUTHENTICATION TWO FACTORWHAT IS TWO FACTOR AUTHENTICATION For this Two-Factor authentication scam to work, the bad guys need the following three things: With the data breaches that have occurred, chances are your username and password (one reason why using the same password for multiple sites is a very bad idea) may be in the wrong hands. Now the bad guys just need to phish for your authenticationcode.
RESTORING A DELETED FILE OR FOLDER To restore a deleted file or folder: Sign in to the SmartVault Portal. Go to the vault or folder that contains the file which was deleted. Click the Container properties icon. Enable the checkbox next to the items you want to restore. Click Restore .SMARTVAULT
Smart Vault Loading, please wait INSTALLING THE OUTLOOK PLUG-IN FOR SMARTVAULT Overview. The SmartVault Outlook plug-in makes it easy for Outlook users to securely share and manage files. Outlook also helps you stay in compliance with state CLEARING THE CONNECTED DESKTOP CACHE Clearing Your Connected Desktop Cache. 1. Ensure all files have been saved and closed. Note: Deleting the cache without saving files will result in the loss of unsaved changes to those files. 2. Click the arrow pointing upward on the bottom right of your screen. Right-click on the SmartVault icon and select Exit to completely close out of SMARTVAULT : SIGN IN Sign in to your Copeland Financial Portal. Email Address. Password. SHOW. Remember email. SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
INSTALLING THE SMARTVAULT DESKTOP SOFTWARE Installing the Desktop Software. Sign in to the SmartVault Portal . Click the profile icon on the top right of the screen. Click MS Windows under SmartVault Apps for . Click Download SmartVault for Microsoft Windows . Run the SmartVaultSetup.exe that has been downloaded to your Downloads folder. Click Yes on the securitywarning.
ACTIVATING YOUR SMARTVAULT ACCOUNT Overview. Once you sign up for a trial at www.smartvault.com, you're brought to the SmartVault Portal.Follow the steps below to finish setting up your account. Activating Your Account. Locate and open the SmartVault activation email. EXPLORE THE SMARTVAULT LAUNCHPAD SmartVault Portal. This is a shortcut that launches your preferred web browser and takes you to the login screen for the SmartVault Portal. The Portal allows you to organize, share, view, and store your documents online. You can also manage your SmartVault account and perform administrative tasks, such as view your Activity Log orrecover a
DOWNLOADING THE SMARTVAULT APP Overview. SmartVault's native app lets you take SmartVault with you and access your documents no matter where you are. Using SmartVault on your mobile device is like having a whole filing cabinet and a mail room right inside your pocket! MAPPING THE SMARTVAULT DRIVE The SmartVault Drive lets you access your files from SmartVault directly from the File Explorer on your computer. This can save you time when you move files between your desktop and SmartVault. Yo SMARTVAULT : SIGN IN Sign in to your SmartVault account below. Email Address. Password.SHOW.
SMARTVAULT : SIGN IN Sign In to your Padden Cooper SmartVault account. SHOW. Remember email SMARTVAULT : SIGN IN EMCPA PORTAL Upload or View you Documents here. Email Address;Password
SMARTVAULT : SIGN IN Sign In Sign in to your Client Portal below. Email Address; SHOW.Remember email
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Over 1 million people trust SmartVault with their most sensitivedocuments.
Built with bank level security, SmartVault's single platform is the most secure way to store and share your documents. SCHEDULE A 15-MINUTE DEMO SECURE, CLOUD-BASED DOCUMENT MANAGEMENT AND STORAGE BUILT FOR THE UNIQUE SECURITY, COMPLIANCE, AND WORKFLOW NEEDS OF BUSINESSPROFESSIONALS.
SmartVault is the all-in-one solution for online document storage and secure file sharing . Now's the time to standardize and digitize your workflow with the only solution that's built for accounting and business professionals. ONLINE DOCUMENT STORAGE Go paperless and centralize your documents with smart online document storage that's built for your business.Learn More
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SECURELY COLLECT, STORE, & SHARE FILES Simplify the process of collecting files from clients, storing them securely, and sharing them with the right people.CREATE EFFICIENT,
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AUTOMATE MANUAL PAPER-BASED TASKS Spend more time doing what you love, and less time fetching, filing and finding documents. ELIMINATE SECURITY VULNERABILITIES Consumer-grade cloud apps put your firm and your clients at risk. SmartVault employs bank-level security practices to protect your documents and your business.BANK-GRADE SECURITY
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20,000+ ACCOUNTING AND BUSINESS PROFESSIONALS __ SMARTVAULT__ __ __ __ __
Rated 5 stars on Apps.com > I’ve experienced a 25% savings across the board when I figure in > all the money saved by eliminating paper, postage, and the decrease > in time I spent mired down in a manual workflow > Working within an online system has helped me streamline workflow > and boost efficiency ... I was able to transition from hourly > billing to fixed fees. > We run so much more efficiently now. I would estimate a 30% increase > in time savings. This is huge, because saving time translates into> saving money.
> We use the SmartVault client portal to communicate with clients and > deliver files. It’s so efficient, and it’s the level of digital > service that the majority of our clients expect. > I’ve experienced a 25% savings across the board when I figure in > all the money saved by eliminating paper, postage, and the decrease > in time I spent mired down in a manual workflow > The integration between SmartVault and QuickBooks is fantastic! The > applications talk to each other, making it easy to electronically > file all documents. I no longer have to run between offices to > locate requested files. > We have for sure saved time because we can easily support our > out-of-state and out-of-country clients. Having a system that is > ‘always on’ is great. > I’m 100% about client satisfaction, whether that means a paperless > process, portals, or still delivering a paper copy. I want my > clients to be happy. SmartVault allows me to support all my clients, > no matter where they are in the paperless transition. > SmartVault has been integral in helping us standardize client > services. We were able to create our own unique, uniform filing > structure within the system, so now all we have to do is duplicate > the file structure for each new client. It makes the onboarding > process much easier. > I estimate that we’ve boosted efficiency during tax season by at > least 90% since implementing SmartVault... I used to ‘survive’ > during tax season. I now operate much more efficiently.Previous
JIM ROBERGE
CPA, Partner
Karr & Boucher, PLLCCASEY LYNCH
CPA
Casey Lynch, CPA
MARSHA GIBB
Onboarding Manager
Growthforce
MICHAEL YUDA
CPA
Michael J Yuda, CPA
ANNE ROSA
Owner
Anne Rosa, CPA
DONNA OLAH-REIKEN
Owner
Preferred Small Business SolutionsROBERT LAUNDRY
CPA
Robert Laundry, CPA
GARY KREITZ
CPA
Gary A. Kreitz CPA & Associates, Inc.ANNE ROSA
Owner
Anne Rosa, CPA
LATOYA JABLONSKI
Partner
Stearns Furniture
JIM ROBERGE
CPA, Partner
Karr & Boucher, PLLCCASEY LYNCH
CPA
Casey Lynch, CPA
MARSHA GIBB
Onboarding Manager
Growthforce
MICHAEL YUDA
CPA
Michael J Yuda, CPA
ANNE ROSA
Owner
Anne Rosa, CPA
DONNA OLAH-REIKEN
Owner
Preferred Small Business SolutionsROBERT LAUNDRY
CPA
Robert Laundry, CPA
GARY KREITZ
CPA
Gary A. Kreitz CPA & Associates, Inc.ANNE ROSA
Owner
Anne Rosa, CPA
LATOYA JABLONSKI
Partner
Stearns Furniture
JIM ROBERGE
CPA, Partner
Karr & Boucher, PLLCCASEY LYNCH
CPA
Casey Lynch, CPA
MARSHA GIBB
Onboarding Manager
Growthforce
MICHAEL YUDA
CPA
Michael J Yuda, CPA NextALL CASE STUDIES
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