SmartVault is our secure, cloud-based document management system that gives clients 24/7 access to their tax documents from any device—desktop, tablet, or mobile. There’s no software to install or app to download; just log in through any web browser.

Each client is provided with a private, secure folder to store current and past-year tax returns, supporting documents, and more. SmartVault is simple, convenient, and user-friendly.

SmartVault is SOC 2 Type 2 compliant and uses enterprise-grade encryption, two-factor authentication, and detailed audit trails to keep your information safe and protected at all times.

Click to Access SmartVault
If you are a new client, your tax professional will send you an invitation to set up your access to SmartVault.

If you are a returning client, simply enter the email and password you created when setting up your account.

If you’ve forgotten your password, click on Forgot Password to begin the reset process.