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To set up your portal account which will allow you to access your current & prior year's tax returns as well as allow you to upload documents to me please follow the steps below.

Please note that your password is created by you and can be changed by you. 

Step 1:

Go to:
https://wehnercpa.smartvault.com/secure/SignIn.aspx?ReturnUrl=%2fusers%2fsecure%2fHome.aspx
This link will take you to the page you see below:

Portal WAT - step 1.png

Step 2:

Step 2.png

Step 3:

Step 4.png

Step 4:

Step 5.png

Step 5:

Step 6.png

Step 6 (once you have completed this step you are in):

Step 7.png

Wehner Accounting & Tax, Inc.
Office:2744 Del Rio Pl, Ste 110 | Davis, CA 95618

Mailing:2744 Del Rio Pl, Ste 200 | Davis, CA 95618
https://www.wehnercpa.com | matthew@wehnercpa.com
Phone: 530-908-1761| Fax: 530-231-0284

© 2016-2026 by Wehner Accounting & Tax

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