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Middleton Accounting & Tax

Upload · Secure Drop-Off

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.

Existing Clients

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.

New Clients

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

Call 208-585-0088

Client Forms

Download, fill out, and attach our client information forms below so we can prepare for your appointment.

See all forms →

Contact Us

106 West Main Street, Suite C
Middleton, Idaho 83644

208-585-0088
taxes@middletonaccounting.net

Prefer in-person?

Stop by 106 West Main Street during hours — we'll scan, prep, and return your originals.