Our online tax organizer helps you organize your tax information to ensure that you don't miss any important deductions. You may access your personalized Client Organizer through your SmartVault Client Portal.
Don’t have a Smart Vault account? Email firstname.lastname@example.org to request Portal access. Your SmartVault Portal allows you to access past and current tax returns, as well as important documents. It is available to every Paolini & Scout client as a complimentary service.
Please contact us at the office if you have questions.