We are pleased to present our clients with a new way to access current and past tax returns and share documents with our staff via a secure portal called SmartVault.
How to access prior year returns:
- Click on Home (located top of the screen – the C&C logo) to access the main screen
- Click on Name or Entity Name folder you want to access (the account may include other entities or trust accounts associated with the email on file)
- Select Folder for tax year you want access to (TY 2016, TY 2017, etc)
- Click on Client Tax Returns
- Click on tax return to access.
How to reset password:
- Go to SmartVault site (via link on our website).
- Click “can’t sign in” below the sign in button.
- Enter the email address associated with your SmartVault account to receive a link to reset you password.
To upload documents:
- On the home screen to the left click “upload documents”.
- A large screen to the right will show and you can drag and drop files here or click “browse”.