SmartVault Guest Account Activation & Instructions
Follow the steps below to activate your SmartVault guest account, sign in, and access or upload documents securely.
On this page
1 Wait for your activation invitation
Your accountant or document preparer will invite you to create a SmartVault guest account.
- Sender: Your SmartVault account manager
- Subject: “[Name] has shared the vault ‘Your Name’ with you.”
Can’t find it? Check your spam/junk folder. If it’s not there, contact us and we’ll resend the invitation.
Sample activation email.
2 Activate your guest account
- Open the activation email.
- Click Activate.
Click the activation link.
3 Complete your registration
On the registration page:
- Enter your phone number
- Create and confirm a secure password
- Agree to SmartVault’s Terms of Service
- Click Create My Account
Registration screen.
4 Sign in to SmartVault
Go to opacpa.smartvault.com and sign in with your guest credentials.
Forgot your password? Click Forgot password? on the sign‑in page and follow the prompts.
SmartVault login page.
5 Navigate SmartVault (desktop & mobile)
On a Computer: Use the left sidebar to browse folders, upload files, and manage account options.
On a Mobile Device: Tap the menu icon (top‑left) to open the sidebar and navigate folders.
Mobile layout with sidebar access.
6 Switch among SmartVault accounts
- Go to the SmartVault home page.
- Open the left sidebar.
- Click the down arrow under the logo.
- Select the account you want to switch to.
Need help? Contact our office and we’ll walk you through SmartVault access or uploads.