FOR QUICKBOOKS FILES:
(This is for QB files ONLY, do NOT upload any other files using the above link)
It is important that you send in the message included with YouSendIt file the following information:
- User Name to login to QB
- Password for QB
- Version (what YEAR is this QB file)
FOR ALL OTHER FILE TYPES:
SmartVault is your easy connection to your Tax Goddess Team. SmartVault is the way in which we coordinate files, both to and from clients, and store all of your personal historical records so that they are easily accessible at anytime you desire to retrieve them.
When you are ready for your SmartVault, please contact our administrative team so that they can setup your user login and file structure. Please email us here to get that process underway!
WATCH A VIDEO: How to properly upload your documents to SmartVault
(If you have a previous login to the FTP site, this login is no longer valid – please use your new SmartVault login credentials)