Uploading Your Tax Documents

Middleton Accounting has integrated with SmartVault, a secure, cloud based document management and client portal platform designed specifically for tax and accounting professionals.

This integration streamlines how we handle your tax documents while maintaining the highest standards of security and compliance.

You should receive an invitation email from us to set up your secure SmartVault portal. Once set up, you can:

• Upload tax documents and supporting materials directly and securely (no more email attachments)
• Sign tax returns and other forms electronically
• Download digital copies of your completed tax returns

Please request a SmartVault invitation from us. So, you can upload your tax documents securely, and access your tax documents & tax returns 24/7