SmartVault is a great portal for tax preparers. Th...

SmartVault is a great portal for tax preparers. The portal works seamlessly with DocuSign to store client tax documents, tax returns and provides clients with the ability to sign off on their tax returns. It also accepts tax return printouts directly from tax software.

It is easy to organize client files and to give permissions for specific folder so clients can access and download.

I highly recommend using SmartVault to organize tax documents, tax returns and correspondence and permanent files to keep in a secure manner. In addition, they allow for employees to work with the tax return preparer for a reasonable fee. I also feel very secure using their portal even with the increased security requirements from the IRS.