When a CPA or business closes its SmartVault account, all guest/client accounts associated with that firm are also closed. This means you will no longer be able to log in to SmartVault or access your documents once the firm’s account has been deactivated.
What You Can Do
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Contact your CPA or tax professional directly
- They remain responsible for providing you with your tax returns and financial records.
- Even if their practice has closed, they should have retained copies to share with you.
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Check your personal records
- Look through your email for PDFs, downloads, or previously printed copies of your return.
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Request a transcript from the IRS
- If you cannot get in touch with your CPA and do not have your records, you can request an official copy or Transcript from the IRS: Get Transcript from the IRS ↗.
Summary
Guest users cannot access SmartVault after their CPA’s account has been closed. Your best option is to contact your CPA directly to obtain copies of your returns or request transcripts from the IRS if the originals are unavailable.
If you have additional questions, please contact SmartVault Support.