Secure Upload and Access to Your Tax Documents (using SmartVault)

Click the link "Go to SmartVault" below to upload your documents or view documents we have uploaded to you.*

Uploads - Once logged into SmartVault*, open the "My Uploads" folder for the appropriate tax year. Drag and drop (or browse/select) the documents you want to upload into the "My Uploads" folder for that year. Just like with the Windows File Explorer, when your document appears in the "My Uploads" folder, that is your confirmation that it uploaded successfully. If you have any upload notes (i.e. got married, had a child, purchased/sold a house, etc.), please put them in a Word document and upload them, or send them to us via email.

Your Tax Documents - Once logged into SmartVault, go to the tax year you want. You will find the following folders within each tax year:

Go To SmartVault



Learn More About SmartVault