SmartVault

SmartVault is our secure electronic storage platform for your completed tax returns and any financial documents you have shared with us. Storing your tax returns in SmartVault is safe, simple, and convenient, giving you full access to manage your data anytime, anywhere, via computer or internet-enabled mobile device.

Within SmartVault, you can effortlessly view, download, copy, print, or share your files at your convenience.

All documents stored in SmartVault benefit from bank-level security, featuring industry-standard encryption both while at rest and during transit to your desktop or mobile device. Your documents are protected with SSL and AES-256-bit encryption, with an additional encrypted backup stored off-site for enhanced security. 

If you have not accessed your SmartVault account yet, simply call us at (619) 698-9760 to request an invitation. Once you have accessed your account, it is easy to log in anytime by visiting our website and clicking on the SmartVault button. Use your email address as your username and choose a password (please keep it secure and accessible)

With SmartVault you have immediate access to your tax returns and financial documents whenever you need them. Rest assured, we are legally bound to never share your tax returns with any third party, making SmartVault particularly valuable when you require copies for your attorney, banker, or other purposes. 

 

Accessing Your SmartVault Account:

  1. First-Time Access:
    • You will receive an email from Summit Financial containing a link to the SmartVault login page.
    • Use your email address and set up your own password.
    • If accessing again later, you can find the login link on our website homepage.
    • If you forget your password, use the "can’t sign in?" button on the login page.
  2. Navigating SmartVault:
    • Click on the folder labeled with your name.
    • Navigate to the "Income Tax" folder.
    • Select the tax year ("TYXX") you wish to open. (You'll find a list of each year's taxes in your vault.)
    • Choose "Client Tax Returns". (You may also find "Client Source Documents" or "Client Organizer" folders.)
    • Click on the .pdf file.
  3. Viewing and Downloading Files:
    • Open the file to view its contents.
    • Click "Download File" to save a copy to your computer or smartphone for printing, saving, or forwarding.
    • The downloaded file will appear in your usual download location.