Client portal

Your documents, in one secure place

We use SmartVault, a bank-grade document portal built for accounting firms. Everything you send us and everything we prepare for you lives there, not in email.

Signing in

Go to the SmartVault sign-in page and use the email address we have on file. The Client Login button at the top of every page on this site takes you there too.

First time here?

  1. Watch for an email invitation from SmartVault sent on behalf of Scott Terrel, CPA, LLC. If it has not arrived within a day of our conversation, check your junk folder, then call us.
  2. Follow the link in that email to activate your account and create a password.
  3. Turn on two-step verification when prompted. It takes a minute and protects your tax records.
  4. Sign in. Your folders for the current tax year are already set up.

Sending us documents

  • From a computer: sign in, open your folder for the tax year, and drag files in or use the Upload button.
  • From a phone: the SmartVault mobile app lets you photograph documents and upload them directly. Take photos in good light with the whole page in frame.
  • On paper: drop documents at the office and we will scan them into your folder for you.

Signing documents

Engagement letters, e-file authorization forms and anything else that needs your signature arrive in the portal for electronic signature. You get an email, open the document, review it and sign from a computer or phone. The signed copy is saved to your folder automatically, and we are notified the moment it is done. No printing, scanning or mailing.

Please do not email tax documents. Email is not a secure channel for Social Security numbers, account numbers or ID photos. If you ever receive an email asking you to send those, call us before replying.

What you will find there

  • Copies of your filed returns and the signed e-file authorization forms.
  • Documents you uploaded, organized by tax year.
  • Letters, engagement agreements and anything else we prepare for you.

Files stay available year after year, so a lender or college asking for last year's return is a two-minute job.

Trouble signing in?

Use the Forgot password link on the sign-in page. If your email address has changed or you never received an invitation, call the office and we will send a fresh one.