Vault and Tools

Your Personal Vault

Get 24/7 access to your personal tax Vault.
Upload documents, view and download a copy of your tax return.
Documents are transmitted and kept with bank-level security and industry standard encryption.

How to use your Vault

Sign In

Step 1 Click “SIGN IN to your Vault”.
Step 2 Sign in to your Vault with your email address (username) and password.

(Note: For the first time you sign in, we will email you an activation link with a few simple steps to activate your personal vault)

After signing in you will see your Personal Vault with your last and first name.
Click on your Personal Vault to enter and you will see TY (Tax Years).
Click on the appropriate tax year (for example 2017 will be TY17).
Inside the file you will see three files: (a) Source Documents, (b) Tax Returns and (c) Organizer which is only used upon request.
To move backward inside your Vault use the file path near the top of the screen under the umbrella.


Step 1 Click on the appropriate tax year.
Step 2 Click on Source Documents.
Step 3 Click upload file(s) to open Upload Window.
Step 4 Drag and drop files to the Upload Window or click Browse to find the file to upload.
Step 5 Once the progress bar completes, CLOSE the Upload Window (note: ignore email notification)


Your tax returns and documents are 24/7 available to you.

Step 1 Click on the appropriate tax year.
Step 2 Click on the Tax Return Folder.
Step 3 Click on your return.
Step 4 Click the Download icon.
Step 5 Save file to your computer.

Any time you want to access your Vault, go to

At you also have handy forms available which can help you organize your expenses or serve as reminder list.



We offer optional worksheets to help you organize and save on your computer.

Step 1 Click on the worksheet of your choice.
Step 2 Save to your computer.
Step 3 Open worksheet, complete and re-save to your computer.


When you have your entire documentation ready you can make an appointment and come in to our office or you can upload them all together to your Vault into your file “Source Documents” (see Upload Documents).
After you have provided all tax documents, such as; W2’s, 1099’s, 1098,’s, or other required documents, notify us by email or just click on Upload Complete/Start Return and use this form to notify us.

Once ready we will discuss with you the results and make adjustments if needed. We will not proceed with e-filing until you have authorized us to e-file.

You can come in to our office or you can sign the e-file authorization electronically online.

If you need any assistance then please let us know.