New for Tax Year 2025:

Introducing SmartRequestAI for a Faster, Easier Tax Season!

We’re making tax season easier with SmartRequestAI—a secure way to complete your tax questionnaire and upload documents in one place.

What to expect:

• Look for your SmartRequestAI email in the coming month.
• Click the secure link to start your personalized questionnaire.
• Upload documents easily—use your smart device to snap photos, no scanner needed! SmartVault automatically converts them into PDFs.
• All documents go directly to your secure SmartVault portal, keeping everything organized and accessible.
• Need more time? Save your progress and return anytime.

Important: Please upload your documents through the SmartRequestAI link provided in your email. If you choose to log in directly to your SmartVault account, please click the Document Requests Pending – View and Respond to Requests tile instead of the Secure Document Upload tile, to ensure your documents are uploaded correctly.

If you don’t receive your personalized email, contact us and we’ll confirm your account and help you get started. New to the portal? Let us know and we’ll arrange access for you.

See SmartRequestAI in action: [Watch Demo]