SMARTVAULT · ASY CLIENT PORTAL

Your documents.
Safely within reach.

Upload tax records, share financial documents, and access your completed returns through ASY’s secure SmartVault portal.

UPLOAD

Send documents securely.

Upload W-2s, tax notices (“love letters”), financial records, and other documents requested by ASY. Please keep sensitive documents out of general email and text messages.

Please upload your tax documents to the correct tax-year folder in SmartVault. Double-check the year before uploading.

Download the client intake form →

DOWNLOAD

Your completed return.

ASY tax returns default to a digital copy delivered through SmartVault unless a hard copy is specifically requested on the client intake form. Paper copies are available at no additional fee; contact the front desk to arrange pickup. You can download or print your digital copy whenever you need it.

Access your documents ↗

GET STARTED

A little guidance.

New to SmartVault? The current guest-user guide includes a video and steps for uploading, viewing, and downloading files.

View the guide and video ↗

NEED ACCESS?

We’ll help you get connected.

You’ll need an invitation from ASY before using the portal. If you have not received one, or cannot find your access link, contact the office.

Main office: 717-757-5482

Call or text: 717-759-4227

New to ASY SmartVault?

Use this form only if you do not already have an ASY SmartVault account. Already have an account? Sign in to SmartVault. For a missing invitation or sign-in help, call or text 717-759-4227.

Complete this short client-information section so Accounting Services of York, LLC can review your request and create your SmartVault portal. ASY will send an invitation after reviewing your information. This form does not create an account automatically.

Your submission is saved on the ASY Server for authorized staff to retrieve. Notification emails do not include your submitted information. Please enter Social Security numbers only in the designated fields; do not send passwords or tax documents here.

Fields marked * are required. Leave spouse fields blank if they do not apply.

Taxpayer information

Taxpayer name *

Your SSN * (9 digits)

Your daytime phone *

Your email *

Your occupation

Your date of birth *

Spouse information, if applicable

Spouse name

Spouse SSN (9 digits)

Spouse daytime phone

Spouse email

Spouse’s occupation

Spouse’s date of birth

Current mailing address

Current mailing address *

City *

State *

ZIP code *

County *

I do not already have an ASY SmartVault account. I authorize ASY to use this information to review my portal request. If I include spouse information, I have their permission to provide it.

Already have a portal? Use the SmartVault sign-in link above. For help with an existing account, call or text 717-759-4227.

BEFORE YOU UPLOAD

A few details make a difference.

If you are dropping off documents without a tax appointment, complete the client intake form and engagement letter, and include the requested identification. New clients should also provide their prior-year tax return.

Make sure we have your current email address and cell phone number. Office visits are by appointment only.

Tax drop-off instructions →

Questions? We’re here.

Call the main office at 717-757-5482, or text 717-759-4227.