Get Tax Ready

WED/ MAY 6

Prep Your Clients for Tax Season

to-do

Tax season runs much more smoothly when your clients are on board with your processes. We’ve prepared a Getting to Know SmartVault guide for your clients so they understand why you’ve chosen to exchange documents via a secure portal and to train them on best to use the system. We recommend you add the digital version to your Public Documents folder in SmartVault, and we’ve created a print-ready version you can provide to clients who come into your office.

Get the Guide today!

Earn Your Tax-Ready Badge!

Complete the tasks above, and then take our quiz to show you’re tax-ready. Once you pass the quiz, you'll receive your very own Tax Season Ready Badge!

Take the Quiz


Get Tax Ready

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