Client Login

Existing clients will receive an invitation to create a secure client login account*. In this account, you’ll be able to upload your files and scanned documents, and download a copy of your tax return and other records. Once you receive an invitation, click on the button below to sign in to your secure account.

* SmartVault encrypts your documents and all information stored in its databases. All interactions occur over an encrypted channel. The data is encrypted using AES-256. More details can be found in SmartVault’s Security FAQ.

Documents to Provide for Tax Preparation

Please provide your income and expense documents for tax preparation. For detailed information, refer to StrataTax’s document “Documents to Provide for Tax Preparation“.

Mailing Address Only:
5694 Mission Center Road, #215
San Diego, CA 92108-4312
(858) 225-7720