Smart Vault Instructions
To Upload Files
1.Go to SmartVault and sign in or set up username and password.
2. You will be taken to a screen that shows a Public Documents folder and a folder under your name.
3. Click on the folder with your name.
4. Click on TY25 (or the tax year that you are getting prepared).
5. Click on Client Source Documents.
6. Click on “Upload File”.
7. Once you upload a file, it should show up below the upload button.
8. Do not logout until upload process has completed.
9. Please select the option to have us notified when files are uploaded or send us an email to notify us.
To Download Questionnaire & Agreements
1. Go to SmartVault and sign in or set up username and password.
2. You will be taken to a screen that shows a Public Documents folder and folder under your name.
3. Click on Public Documents folder.
4. Click on TY25 (or the tax year that you are getting prepared).
5. Click on the icon at the right with a green arrow.
To Access your Final Return
1. Click on link to SmartVault and sign in or set up username and password.
2. You will be taken to a screen that shows a Public Documents folder and folder under your name.
3. Click on the folder with your name.
4. Click on TY25 (or the tax year that you are getting prepared).
5. Click on Client Tax Returns.
6. You will then be able to access and/or download your return.