SmartVault Secure Client Portal
WBWilson Tax Service is pleased to offer a secure client portal through SmartVault for sending all your tax documents safely and securely. This is the most secure way to transfer your sensitive tax documents compared to using password protected e-mail or other public transfer methods. In addition, it serves as a storage location for your tax documents (both in the current year and all previous years, including your tax returns) that you upload into the secure SmartVault client portal.
If you have previously set-up access to your SmartVault client portal, you can
click here to download instructions on how to access your SmartVault client portal and upload tax documents. If you already have the instructions for accessing your SmartVault client portal, you can click on the “Login to SmartVault” link below to login to your individual SmartVault folder.
If you are a new client with WBWilson Tax Service, you will be sent an e-mail invite where you can set up and link to your individual SmartVault client portal. You can click here to download instructions for setting up and logging into your SmartVault client portal. When it's time to send your documents, click on the “Login to SmartVault” link above to login to your individual lockbox using your e-mail address and personal password you created.
We trust that you will find this secure method of sending and receiving documents will be efficient, secure and trouble-free
Data is securely stored in hardened and fully mirrored server sites located in the US. Please ensure a reliable internet connection before saving or retrieving files from this internet-based server as storage is on a remote-host server located within the Continental United States.