I’ve listened to you over the years and one of the big complaints has been finding the time to come back into the office to pickup your returns when we’ve already discussed the numbers that will most likely show up on the return during our meeting together. Thank the stars or to whomever you pray as this propelled us into a decision that prepared us for 2020!
The answer to your requests was, starting 2015 Tax Return Year, we started to deliver your Tax Returns to you via a Dropbox-like account from “SMARTVAULT” that has your personalized folders complete with password protection. Use this account to deliver important and sensitive documents to us instead of using email so that the security concerns inherent with emails will not be a concern to you. And... because of this, we were prepared for a Covid required Pandemic lockdown!!! Benefits of SmartVault:
- All documents such as W-2s, your Excel Workbook, your completed Tax Return etc... are in one secure place that you can access year round from anyplace with all your devices just by using your email and password. No more emailing me in a panic that you need a tax return that you can’t find to apply for a mortgage or rent a new apartment! No more scrambling to find your employer info and W-2s to file for unemployment... and, much more!
- Virtual Appointments made easy!
- No need to pickup your tax return in person. You can review it on your own computer at home or on the train and once you are good with it, return the signed efile authorizations.
- All documents you share with us via this method are much more secure than emailed documents and that reduces the possibility of identity theft via email!
- Save Paper! Save our Trees! Stop Global Warming... Prepared for a pandemic lockdown!
Electronic Tax Return Pickup & Secure File Sharing