Getting Started with SmartVault
To utilize SmartVault as a guest user, you’ll need to receive an invitation from your account administrator. Upon receiving the invitation, proceed to activate your account, and you’ll be ready to access and utilize SmartVault.
To get started:
Access your guest account using the SmartVault Portal via your desktop computer, tablet, mobile device, or other web-enabled device.
Once logged into SmartVault, you will find various options to streamline your workflow and enhance collaboration with the MSM Advisor team.
Please note: Your password must be at least 12 characters minimum, with one letter being capitalized, and it should include at least 1 special character. (not including : ; < > )
Visit the SmartVault webpage for more detailed instructions.
MSM
MSM Advisors, LLC
A Georgia CPA and advisory firm helping small and mid-sized businesses grow, save on taxes, and gain peace of mind since 1991.
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