Existing Clients

SmartVault lets you securely share and access financial documents with your accountant anytime, anywhere. With bank-level encryption it keeps your sensitive files safe while simplifying communication. Store, share, and manage everything in one secure place.

DocuSign in SmartVault enables secure electronic signature capabilities directly within the platform. It simplifies the process of sending, signing, and managing documents, ensuring compliance and efficiency for businesses handling sensitive client information. Moving forward, DocuSign will replace eSignatures for tax returns previously handled in Adobe, as we transition to using DocuSign for all electronic signature needs.

A feature in SmartVault that enables you to create customizable document templates. It automates form filling by merging client data directly into predefined templates, making it a time-saving and accurate solution for handling repetitive documentation tasks.

A tool that helps streamline the creation and management of professional proposals. It allows us to quickly generate customized proposals tailored to your needs and track approvals seamlessly, ensuring a smooth and efficient process for both parties.

Schedule meeting with your MASCPA representative to discuss:

• MASCPA Box Method
• Tax Planning
• Startup Consultation
• Accounting & Tax Guidance
• Client Walkthrough
• New Client Discovery

ID.me is a secure tool the IRS uses to verify your identity online. By creating an ID.me account, you can access essential IRS services like viewing your tax transcripts, making payments, or managing tax credits quickly and safely. For IRS notices, quick submissions, transcript pulls, and additional IRS related matters.

(IRS.gov website) – Make federal estimated tax payments, tax liability payments, and payment plans)

(IRS.gov website) – See if your employer is withholding enough from your paycheck.  Use this tool to estimate the federal income tax you want your employer to withhold from your paycheck. See how your withholding affects your refund, take-home pay or tax due.