Guides/Tools
- Getting Started with SmartVault Guide
- Client Portal Orientation (video)
- How to use your Tax Organizer (video)
- Tax Appointment Checklist (guide)
- Scanning documents using your smartphone (videos) – Coming Soon!
- iPhone –
- Android –
- Uploading documents using the SmartVault app (video) – Coming Soon!
- Making payments through IRS and FTB websites (videos)