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  • Kim Daniels

2020 Tax Organizers

Updated: Jan 14



Happy New Year!


2020 Individual organizers have been uploaded to SmartVault. They can be accessed using http://portal.smartvault.com


If you forgot your password or have not yet signed up, you can use the "Can't sign in link" to reset your password. The email address should be the email address that we have on file you.


Please feel free to call the office (978-499-4300) or email me (kdaniels@capocpa.com) if you would like a paper copy of the organizer mailed to you.

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