If you are familiar with DropBox, SmartVault (or SV) is very similar. SV will allow you to upload your tax documents (i.e. w2's, 1099's, etc...) from wherever you are with your scanner or cell phone and drop it directly in to your own, personal, password protected and encrypted SV account. Additionally, it will enable you to "Pick up" your completed Tax return electronically. 

Why SmartVault? 

 Emails are not 100% secure and electronic identity theft is on the rise. 

 You have 24/7 access to your tax information. 

 For a preview of SmartVault click HERE.


Lastly, let me say, I am slow to change and take on new technology. My smart phone is still my mortal enemy at times. That said, I have researched and taken time to learn and analyze Smart Vault as a client tool and I am confident that SV will make your information work better for you.

If you do not have access to your SV account, please emails us at: contact@drtaxguy.com. We will resend you a link where you will need to enter your password. If you have forgotten your password, you will need to reset directly with SV.



 How do I upload documents to SmartVault?

 What if the issuer does not provide documents online?

 Don is late for my appointment, what do I do?

 Do I have to provide a workbook, or can I just provide Don with my documents?

 I have a Business; do I need to complete a workbook for Business AND Personal?

 What do I do if I haven't received all of my supporting documents in time for the appointment?

 What should I do if I am unable to meet with Don before the filing deadline?



SmartVault FAQs