Send us your documents — from your phone.

Existing Clients

You should receive an invitation email from us to set up your secure SmartVault portal. Once set up, you can:

• Upload tax documents and supporting materials directly and securely — no more email attachments.
• Sign tax returns and other forms electronically.
• Download digital copies of your completed tax returns.

New Clients

Please request a SmartVault invitation from us. So, you can upload your tax documents securely, and access your tax documents & tax returns 24/7.