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HOW TO ACCESS YOUR COMPLETED TAX RETURN
HOW TO ACCESS YOUR COMPLETED TAX RETURN
UPDATED AND STREAMLINED DOCUMENT SHARING
UPDATED AND STREAMLINED DOCUMENT SHARING
SMARTVAULT, A SECURE ONLINE DOCUMENT SHARING PLATFORM, INTEGRATES WITH OUR TAX PROGRAM IN SEAMLESS AND EFFICIENT MANNER. THIS SYSTEM PROVIDES USERS ACCESS TO THEIR DOCUMENTS 24/7.
CURRENT CLIENTS:
ANYONE WITH AN EMAIL ADDRESS CURRENTLY ON FILE SHOULD HAVE RECEIVED AN ACTIVATION EMAIL AT THIS POINT. IF YOU HAVE NOT, PLEASE LET US KNOW AS WE MAY HAVE AN OUTDATED EMAIL ADDRESS FOR YOU.
IF YOU HAVE ACCESSED SMARTVAULT IN THE PAST, SIMPLY TO GO WWW.MY.SMARTVAULT.COM TO LOG IN.
NEW CLIENTS:
ONCE YOU FILL OUT THE CLIENT QUESTIONNAIRE, WE WILL SET UP YOUR ACCOUNT AND INVITE YOU TO ACTIVATE YOUR ACCOUNT.


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