RF Associates utilizes SmartVault to digitally store, organize and distribute important documents with our clients.  Through SmartVault, our clients will gain access to previous years’ tax information – including tax returns, original client source documents (W-2s, 1099s, etc.), and much more. Having 24/7 access to your records is more than convenient when financial records are necessary for refinancing, preparing taxes, or just keeping up with household budgets. All with the click of a mouse you will have a secure client portal to download files and collaborate with us, without compromising on security, privacy, or convenience.

How do you set it up?

If we have your email on file, we sent out an invitation to your email address(es) over the past year.  If you did not activate at that time, getting a new activation is easy.  Simply go to https://rfacpas.smartvault.com and click the “Reset Password” link under the “Sign In” button.  There you can enter the email address we have on file for you and it will automatically send you another email invitation to activate your SmartVault account.  Please check your email for this message-it may end up in your spam folder.  It will instruct you how to activate your email address and set up your password.

If we do not have your email on file, please send an email to Karli Winike at kwinike@rfacpas.com requesting a link to register your email address for your SmartVault account.  You should receive an activation email shortly thereafter.

How do you use it?

You will be able to access your personal records by going to https://my.smartvault.com and logging in.  There you can view or download your files as needed.  You can also upload files to us by using the “Upload Files” link on the right side (please note you will need to be in a Tax Year (TY) folder with the appropriate year to be able to use this upload feature).

If you have any questions during the set up process, please send a message to Karli Winike at kwinike@rfacpas.com.