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.
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.
Your completed return.
Final tax returns default to a digital copy in SmartVault. If you want a paper copy, specifically check that option on your 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.
A little guidance.
New to SmartVault? The current guest-user guide includes a video and steps for uploading, viewing, and downloading files.
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.
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.
Questions? We’re here.
Call the main office at 717-757-5482, or text 717-759-4227.