Smart Vault Portal
Getting Started
Activate Your Account:
- Check your spam or junk folder for an email from notify@my.smartvault.com.
- This email contains your unique activation link to access your personal vault and online client portal.
- Use the activation link to create a password and complete the login process.
Recommended Browser:
- The site works best with Google Chrome. It may not load properly on Safari, Firefox, or other browsers.
Navigating the Portal
Login and File Access:
- After logging in, click on the “View Files and Folders” tab in the left-hand menu.
Select Your Vault:
- Choose the vault labeled with your name, your child’s name, or your business name (e.g., Your Name, Child’s Name, Business Name).
Access Yearly Folders:
- Inside your vault, you will see folders for different years such as TY21, TY22, etc. These stand for Tax Year 2021, Tax Year 2022, etc.
Expand Yearly Folders:
- Expanding the folder for a specific tax year will reveal the following subfolders:
- Client Tax Organizer
- Client Source Documents
- Client Tax Returns
Uploading Documents
- Upload to the Right Folder:
- Upload your scanned tax documents to the corresponding year’s Client Source Documents folder.
- How to Upload:
- Drag and drop files directly into the upload box or use the Browse and Upload function.
- Important Guidelines:
- Upload all documents at once to avoid confusion in processing.
- Accepted file formats: PDF, JPG, Excel, or Word. Other file types cannot be opened.
- Ensure the files are scanned and properly organized.
Helpful Tips
- Scanning from Your Smartphone:
- You can scan your documents directly from your smartphone using apps that save files in PDF or JPG formats.
- Filling Out the Tax Organizer:
- Download the Tax Organizer to your computer and open it in a PDF viewer such as Adobe Acrobat Reader DC.
- Use the FILL & SIGN function (look for the purple pencil icon with a squiggle) to complete the form digitally.
- Alternatively, you can download, print, and fill out the form by hand.
By following these steps, you’ll ensure that your documents are organized and uploaded efficiently, allowing us to process your tax return promptly. Thank you!