For current clients
Client Portal
Your documents live in SmartVault — a secure space where you can send us your tax records and download your finished return. Email is not secure enough for tax documents; the portal is.
Sign in to SmartVault
Opens SmartVault in a new tab. Use the email address we have on file for you.
Trouble signing in?
First-time users need an invitation from our office before an account exists. If you’ve never received one, or your link has expired, call or email us and we’ll send a fresh invitation.
What to upload
Send what you have as you get it — you don’t need to wait until everything has arrived. Scans and clear phone photos are both fine.
Income
W-2s, 1099s of every kind, K-1s, Social Security statements, retirement distributions
Investments & property
Brokerage 1099-Bs, closing statements from any purchase or sale, rental income and expenses
Deductions
Mortgage interest (1098), property tax, charitable receipts, medical totals, 1098-T tuition
Business & payroll
Year-end financials or QuickBooks file, payroll reports, asset purchases
If you’re new to us
Last year’s complete return, plus any IRS or state notices you’ve received
Not sure whether something matters? Send it. It’s faster for us to set aside a document we don’t need than to go looking for one we do.