At Peak Tax, we redefine the tax experience with precision, expertise, and unwavering dedication aiming to build lasting relationships grounded in trust and reliability. Our seasoned professionals are committed to navigating the intricacies of tax preparation/consulting/
OUR SERVICES
USING SMARTVAULT
SmartVault offers a secure and convenient platform for electronically storing your completed tax returns and any financial documents you've shared with us. This service ensures the safety of your tax returns while granting you 24/7 access to manage your data from any computer or internet-enabled mobile device. With SmartVault, you have the flexibility to view, download, copy, print, or share your files as needed.
All documents stored in SmartVault benefit from bank-level security and industry-standard encryption, both while at rest and during transportation to your desktop or mobile device. Your documents are safeguarded with SSL and AES-256-bit encryption, and a securely encrypted backup is stored off-site for added protection.
If you've never accessed your SmartVault account, simply contact us at (303) 381-0909 to request an invitation. Once you've accessed your account, future logins are a breeze. Just visit our homepage and click on the SmartVault button. Use your email address as your username, and choose a password of your liking (we don't have access to your chosen password, so remember to store it safely for future reference). You now have full access to your tax returns and shared financial documents for your personal use. Please note that, by law, we cannot share your tax returns with any third party, even if requested by you. So, having access to SmartVault is invaluable if you ever need copies of your returns for purposes like legal or banking matters.
INSTRUCTIONS
- For your initial access, you will receive an email from Peak Tax Preparation containing a link to the SmartVault login page. Use your email address and set up your own password. (If you need to access it again, you can find the link on our website's homepage. If you forget your password, there's a "Reset Password" option on the login page.)
- Click on the folder with your name. (The "Public Documents" folder contains our deduction worksheets if you require them.)
- Navigate to the "Income Tax" folder.
- Select the tax year you wish to access by clicking on "TYXX" (you'll see a list of each year of taxes in your vault).
- Click on "Client Tax Returns." (You may also see options like "Client Source Documents" or "Client Organizer" in the folders.)
- Click on the .pdf file.
- You can now open the file to view it or click "Download File" to make a copy on your computer or smartphone for saving, printing, or forwarding to another location. The download will appear in your designated downloads folder, and you can click on it to access the file.