Smart Vault Log in
At Roy Pinnock & Co LLP in St Albans, we use SmartVault is to provide a secure, convenient platform for sharing documents. This cloud-based solution ensures your financial information is managed efficiently while keeping it protected. Whether you need to upload files , exchange sensitive data with our team or see copies of your recent financial data, Smart Vault simplifies the process, saving you time and offering peace of mind.
Operating since 1984
Chartered Certified Accountants
Comprehensive Services
I have received a ‘client registration’ email
Once we have added your email address to our Smart Vault account, this means you will be able to send and receive documents to/from us in a secure environment. Simply click the link in the email to activate your account and create your password.
How do I upload a file for my accountant?
Login into Smart Vault below and navigate into the folder location you wish to upload the file to:
-
Click the Upload a Document
-
Select the Files for Uploads folder
-
You can drag & drop files here or click Upload File to browse
Please note the time it takes to upload a file is dependent on the upload speed of your internet connection which may be considerably slower than your download speed on a typical residential ADSL line.
How do I view accounts & tax returns?
-
Login into Smart Vault
-
Click View Files & Folders
-
Documents will be saved under the category and year for which they relate
Streamline Your Document Management With IRIS OpenSpace
The secure way to collaborate with Roy Pinnock & Co LLP in St Albans. Call us today to register your account or for further assistance. Contact us to learn more.
