To access SmartVault, please click here.

NEW USER LOGIN
1. To get set up (if not already registered), send an email to hrolla@dspccpa.com requesting an invite to log in to SmartVault. Please include your name and email address. Your email address will become your username.
2. If you have multiple businesses or if we prepare multiple tax returns for you, please indicate which tax entities you would like to access.
3. You will receive an invite in your email to create a password. Follow the directions in the email.
4. A 2-factor authentication is setup for security purposes, so a second email will be sent to you with a 6 digit pin number after submitting your password. Enter the pin number and you will then be logged in to access your tax returns. To get the pin on your cell phone see the instructions below.

ACCESSING TAX RETURNS
1. Once logged into SmartVault, click on Files and Folders on the left-hand side of the screen.
2. Click on the name of the person or entity you would like to access.
3. Click on Tax.
4. The tax returns are listed by year in these folders. Tax years are represented with a TY and the year at the end for example TY24 for 2024.
5. Click the specific TY (tax year) folder to access a copy of that year’s tax return.

UPLOADING DOCUMENTS
1. Once logged into SmartVault, click on Files and Folders on the left-hand side of the screen.
2. Click on the name of the person or entity you would like to access.
3. Click on Tax.
4. The tax returns are listed by year in these folders. Tax years are represented with a TY and the year at the end for example TY24 for 2024.
5. Click on the upload icon on the right-hand side of the Source Document line.
6. You can drag files into SmartVault or click on the upload icon again to find a file on your computer.
Note: If you need to upload documents to a tax year that does not have a folder, please contact our office to create a TY folder for that year.