What is SmartVault?
SmartVault is a document sharing portal that we use to exchange sensitive tax information back and for with clients.
It is also a place where you as a client can go and download previous years tax returns as well as upload new tax documents as they are requested by us.
How Do I Use SmartVault?
In order to use SmartVault we will first have to set up an account for you. Once we have set up an account you will receive an activation email similar to the one below:
By clicking on the Activate link or icon you will be taken to SmartVault to setup your password.
Navigating the SmartVault Portal
SmartVault is an extremely easy to use document sharing portal. Once you have logged into your account you will be able to see all of your tax documents and see the requested documents that we need from you.
Navigation for SmartVault is located on the left-hand side of the page – Home, File Exchange, View Files and Folders.
The File Exchange portion of SmartVault is where you can upload documents to selected folders. If we have not setup any folders for you you will not be able to upload documents here. Unless we need something from you you will most likely not have to use the File Exchange portion of SmartVault.
View Files and Folders
The View Files and Folders section of SmartVault is where your tax documents are stored. If you need to view your previous years documents, need copies of payroll, accounting and more (if you are a business client) all of this information is located here. We are continually uploading new documents to this portion of the portal so if there is something that you are missing please reach out to us so we can import it for you.
SmartVault Makes It Easy
SmartVault makes it easy for you to get everything you need for your taxes and makes communication much more fluid and secure than just sending emails back and forth. If you have any questions or issues with your SmartVault please reach out to us and we would be happy to walk you through what we need to do to help you.