Secure Document Storage
Smart Vault
Smart Vault is a new document management software we began implementing last year. It allows our staff and customers to upload, engage, and edit documents in a secure and trusted environment. We will be using Smart Vault this upcoming tax season as a means to send organizers, request documents, and upload final returns. Clients will be able to view and edit their organizers, upload requested documents, and view their tax information from the comfort of their own homes. Keep an eye on your inbox for notifications from Smart Vault as this is our preferred means of sending and receiving your information for the upcoming tax year.
The video will explain how to set up your Smart Vault account*. This video walks through a client or guest user experience logging into the Client Portal for the first time. your account is activated, you can securely upload, view, and communicate tax information with our office.
*You need your activation email to login to account.
Smart Vault start guide will help you further understand the importance of securing your files and basic information on how to use Smart Vault to securely exchange sensitive information with Apple Blossom Tax Service.
Uploading from your desktop.
Uploading into Smart Vault using your IOS device.
*Smart Vault no longer supports Android devices.
Resetting Smart Vault password.
PLEASE BE ADVISED THAT WE CAN NOT AND WILL NOT RELEASE YOUR TAX INFORMATION TO A THIRD PARTY WITHOUT YOUR WRITTEN CONSENT
First Meeting
We are looking forward to meeting you and working with you as your tax preparer! Please bring the below items to your meeting.
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Copy of Last Year’s Tax Return
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Birthdates and Social Security #’s for Taxpayer, Spouse, and Dependents
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Your questions!
Important Tax Dates For 2023
December
Clients
15 Engagement Letters:
We will send engagement letters via email for electronic signature through DocuSign. Please sign promptly to secure your place in our schedule.
