Crawford, Merritt & Company
Please name your file(s) with your first and last name and/or business name to ensure file recognition.
Below are instructions for uploading single or multiple files to us.
Uploading tax documents/information through SmartVault
is strongly recommended, link below.
For QuickBook files, please upload through this page as the file may be too large
for uploading through Smartvault.
Please e-mail Duby with your first and last name and/or business name for a SmartVault Invite
to set up an online portal for you. One e-mail address/login can be used for both.
You will have access to both information with one portal.
Otherwise, for security purposes, our system may flag such files as "spam" and your files may not be recognized and reviewed.