Crawford, Merritt & Company
Below are instructions for uploading single or multiple files to us.
Uploading tax documents/information through SmartVault
is strongly recommended, see the link at the bottom of the page.
Please upload QuickBooks files through this page
as the file may be too large for uploading through Smartvault.
Please name your files with your first & last name or business name
to ensure file recognition.
One e-mail address/login can be used for both personal and business.
You will have access to personal and business returns with one portal.
Email Rochelle if you need any additional assistance with SmartVault.