We have an answer to all of your questions.

To access the client portal at any time, visit www.smarttaxadvisor.com and click on “Client Portal” at the top.
  • Usernameyour e-mail address
  • Passwordone you created
    • Hint: Passwords are cAsE sEnSiTiVe and must contain both upper and lowercase letters and a number. Your password is NOT the same as your PIN
If you forget your password, please click “Forgot Password” at log-in, and a new scrambled password will be e-mailed to you from our portal’s no-reply e-mail address, Paul.Dion.CPA@atomanager.com
It may ask for your social security number to confirm your identity when resetting your password. If so, please enter the SS# of the first person listed on the tax return.
How to E-Sign:
1. Log into the portal and click on “Get a Copy of My Tax Return
2. Click “E-Sign Required” next to your “Signature Set” & follow the instructions below:
  • CLIENT: (1st person listed on the tax return)
    • Enter Your Name as you would sign legal documents
    • Client’s Date of Birth (MM/DD/YYYY format)
    • PIN (last 5 of client’s SSN)
    • Social Security Number (entire SSN, no dashes)
    • Zip Code
  • SPOUSE: (2nd person listed on the return)
    • Enter your name as you would sign legal documents
    • Spouse’s Date of Birth (MM/DD/YYYY format)
    • PIN (last 5 of spouse’s SSN)
    • Social Security Number (entire SSN, no dashes)
    • Zip Code
  • ENTITY(corporate returns, partnerships, etc)
    • Enter Your Personal Name as you would sign legal documents
    • Date of Birth (see narrative next to “Signature Set” on portal)
    • PIN (last 5 of entity’s EIN)
    • Social Security Number (entire EIN, no dash)
    • Zip Code

-Click “E-Sign.”

 
*NOTE: If you are having trouble e-signing, please download your Signature Set by clicking on the blue file name link. 
Then, printsign, and return the appropriate e-file authorization pages (both federal & state, if applicable) to our office one of the following ways:
1. scan & upload to portal
2. fax to 508-630-9008
3. mail to our Millbury office:
Paul Dion CPA
22 West St. #6
Millbury, MA 01527
DO NOT mail signature pages to the IRS! They will shred them. We need them in our files.

Currently, the only documents that can be electronically signed on the portal are the signature pages for your income tax return, called the “Signature Set” (see “How to E-Sign Your Tax Return” above).

We are in the process of looking into other programs, such as DocuSign, as a way for our clients to easily e-sign all other documents on the portal, such as Power of Attorney Forms, S-Corp Election Forms, our Engagement Letter, and so on.  However, we do not yet have that in place — stay tuned!

If you receive an IRS or DOR letter, please upload a copy (include all pages) to our secure client portal.

Please DO NOT send IRS letters through email! By doing so, you put yourself at risk for Identity Theft. Please use our secure Client Portal (see access instructions above) to send us your documents or fax it to us at 508-630-9008.

Paul cannot discuss the letter with you until he has had a chance to review it, and we cannot help you without seeing a copy of the letter itself. Please do not attempt to read the letter to us over the phone or to “recap” the letter in a message.

Once Paul has reviewed the letter, he will determine the next course of action. Paul may reply to the IRS on your behalf, or he may instruct you what to do next.

Be sure to sign up for the Gold Tax Maintenance Program so that all IRS and DOR letters and audits are covered at no additional cost to you.