SmartVault is the secure online file-sharing program that we use to share documents with our clients. Click the button below to log into SmartVault.
To play the video full screen, click the full screen button on the video player bar (see image below).
Select “View Files and Folders” from the far left side of the screen.
Document Library: This is a public library of information and required forms that you will need for the tax prep process.
Your Name /Company Name – This is your vault.
Your Tax Organizer, engagement agreements, and completed tax returns are located here. If you have businesses we prepare returns for, you will see additional vaults for each business.
In the tax year (TY) folders in your Vault, you will see these folders: