Eric Green + SmartVault
“Given that I help taxpayers handle IRS issues for a living, SmartVault is a must have for all my clients to keep documents secure and available so we can access them whenever and wherever necessary.”
– Eric L. Green, Green & Sklarz LLC and Founder of Tax Rep Network
Why Choose SmartVault
SmartVault makes it simple to keep your sensitive client documents, IRS notices, and other documentation for tax resolution cases organized, secure, and accessible 24/7 in the cloud. A secure document management solution that integrates seamlessly with tax software and many other technologies enables an efficient workflow in your firm and convenient collaboration with clients and other stakeholders in the tax resolution process.
Audit Horror Stories
Watch as Eric Green discusses his past experiences with audits gone wrong and shares the valuable lessons learned from them. These lessons cover problems related to storing records, mistakes in audit techniques, and effective strategies to address these issues.