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New portal
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To access your Historical Data
All of your historical data (tax returns, previously submitted tax preparation documents) has been duplicated from SmartVault and put on our new client portal. Use this link to access your historical data (download available only):
New Portal - My Historical Data
Note: Select "My Files" and then “Firm-Archived Files”
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To send me items OTHER THAN typical tax season tax preparation documents
To send me something other than your typical tax season tax preparation documents (for example, an IRS letter), you may use the following:
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