Each tax client of Peterson CPA Group has a secure online portal space where you can upload your tax and other important documents for us to access in the preparation of your return. It is also a convenient space where we will put tax returns and other documents for you to review and download final copies.
If you have never received an invitation to Peterson CPA Group’s SmartVault, our secure online portal, then please shoot us an email at email@example.com and we will invite you. Please note, that you only need one login for personal and business.
If you have an account and have forgotten your password, please navigate to the login page for SmartVault and click on the ‘Reset Password’ link in the Sign In box. We cannot reset passwords for you. What we can do is tell you the email address that was used if you have forgotten that.
uploading files to smartvault
Uploading Files to SmartVault – Once you are logged in to SmartVault, follow these steps to upload your documents:
- Click on the file cabinet for your personal or business return.
- Navigate to the TYXX folder (where XX is the 2 digit tax year)
- Then click on the Client Source Documents folder
- On the right hand side of the screen under ‘Folder Tasks’ click the link that says ‘Upload Files’.
- A dialog box will open that will allow you to either browse for files to upload or drag and drop into the designated area.
reviewing documents and email communications
In order to maintain the most efficient and secure means of communicating sensitive information, we will most often default to using SmartVault to transfer this information. This allows for extra levels of security to access the encrypted information - much more secure than email.
When a tax or other sensitive document is ready for review, we will send you an email with a link to the document or folder where the documents are located. When you are in SmartVault, you can view or download the document(s). This is also how we will submit final copies of your tax return to you.
Other email communications may include requests with links to SmartVault as well indicating where you can upload or download various documents.