Send And Receive Tax Documents

SmartVault is our new secure system to send, store and receive tax documents.  Prior years documents will be available in SecureDrawer for download until June 1, 2022. 

For 2021 Tax Preparation

To send/upload your documents or retrieve 2021 tax organizer, login to SmartVault after activating your account.

To activate your account use the link in the email from SmartVault.  Click below for more instructions. Contact us if you need an activation email.

To Access Previous Years Files

To retrieve/download your previous years files or documents login to your SecureDrawer using the blue Sign In button below.

Secure Drawer will expire on June 1.  Please be sure to download your files by this date.

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