Introducing safe and easy document storage.
WHAT IS SMARTVAULT?
In response to the enormous increase in identity throughout the country in the past years, we are introducing the use of a secure client portal, SmartVault. The system uses bank-level encryption to allow documents to be exchanges between our office and our clients with high security.
WHY IS IT BETTER?
With SmartVault you’ll be using a secure upload portal. With this portal, you can not only upload your documents to our office but also get easy and instant access to all your tax documents.
Struggling to access last year’s tax return will be a thing of the past!
How to Register
Email your Tax Preparer to receive an invitation to register. Make sure to include your name and phone number.
For Ann Wood awood@alwoodaccounting.com
For Angela Ivey, angelaivey@alwoodaccounting.com
For Misty Brown, mbrown@alwoodaccounting.com
You will receive an email allowing you to activate your account and set up your own password.
Once you are logged onto SmartVault, you will have the ability to browse any tax documents. You can also use the upload function to securely transmit your documents into the portal. These documents, as well as your completed tax returns, will be available for you to retrieve should you ever need copies for any reason.
Still having problems?
After we have invited you, click the link below to see a step-by-step guide on how to set up your SmartVault portal.