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Client Resources

SmartVault

SmartVault is our secure, cloud-based document management system that we use to store our records. Current clients can click the button above to access the website. If you have used SmartVault before and have set up credentials, you will use that to login. If you do not have a login for your SmartVault account, please contact us and we would be happy to help!

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Through SmartVault, you can securely upload documents you would like us to have as well as access all tax returns we have prepared for you. 

Important Due Dates 

Click the button above to see important filing dates and important payment dates for both individuals and entities. 

2025 Individual Tax Organizer

Click the button above to access a blank 2025 tax organizer for individual clients. We generally give you all the organizer pages applicable to your return, however you may need additional pages if you have something new for your 2025 return, such as itemized deductions.

Newsletter Archive

Looking for letters from 2024 not featured on our Newsletters page? As these letters are older, please double-check the information for relevance and validity.

Disclaimer
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Don't forget to check out our social media pages! We keep you up to date with current tax-related events and give reminders of important upcoming dates.
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Green, Polack & Company Accountancy Corporation

 

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