Now you can upload your w-2’s and other tax documents to us on our secure portal.
Need a copy of your tax return? You can sign in and download it here.
You will need an invite first. If you haven’t received your invite fill out the form below.
If you are uploading your tax documents and do not have an appointment scheduled with us please fill out this drop off information form and engagement agreement Be sure to include copies of drivers licenses. If you are a new client to ASY we will need a copy of your prior year tax return.New to Smart Vault? Here is a video tutorial.First time users please note: the password you create for your login must be at least 12 characters.