Your tax preparer has partnered with SmartVault to give you a secure way to share files. You're given your own vault in which your tax preparer stores your various tax documents.
Use this guide to start using SmartVault as a Tax Client.
You can click each image to view a full screen preview of the image. Click the X icon to close the preview and return to the guide.
Or, watch the following video for an orientation on using SmartVault as a Tax Client:
When your tax preparer invited you to use his/her SmartVault account, we sent you an activation email.
Check your inbox for this email. The sender is firstname.lastname@example.org. Be sure to check your Junk or Spam folder as well.
If you can't find the activation email, you can have it resent, by following the instructions found here - Resending the Activation Email or by contacting your tax preparer. Be sure to verify that your tax preparer is using your correct email address.
To access your tax preparer's SmartVault account, sign in to the Client Portal. You'll sign in with your username and password. Your username is your email address.
By default, the time zone within the client portal is (GMT-06:00) Central Time (US & Canada). If you are in a different time zone, you'll set your time zone in the My Info section of the main menu. Setting your time zone allows SmartVault to apply accurate dates and times to your documents.
When you sign in to the SmartVault Client Portal, you'll see your personal vault.
As a Tax Client, you will view documents in each of these folders, but you will upload only to the Client Source Documents folder.
You can use the file path near the top of your screen to move back to a location in the SmartVault account. The file path changes as you move around in the SmartVault account.
See this article on the layout of the Client Portal for a full diagram of the Client Portal.
Your tax preparer might request that you upload one of your tax-related source documents such as your W-2. Note: Your tax preparer might have changed the appearance of some of these folders. Please contact your tax preparer for assistance if you cannot find the source documents folder.
When your tax preparer finishes your tax return, he or she uploads your return to your Client Tax Returns folder.
See Previewing Documents using the SmartVault Client Portal for more information on the preview feature.