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As part of your transition to OLarry, we're moving your tax data and documents from SmartVault to the OLarry app, your new home for viewing, exchanging, and managing everything related to your tax filings.
Here's a quick overview of what's happening and when:
Below, you'll find answers to common questions about this process. If you don't see what you're looking for, your Tax Advisor is always happy to help.
Is my data safe during the transfer? Yes. Your data is transferred securely from SmartVault to OLarry, and there is no interruption to your service throughout the process.
Does OLarry use AI to access or process my documents? OLarry does not train any AI or machine learning models on client data, ever. Your information remains private and is used solely to support your tax filings.
Who can see my documents once they're in OLarry? Only OLarry team members and Tax Advisors can ever access your data.
Will I still be working with the same Tax Advisor? Yes. David Pelzner will remain your Tax Advisor. As part of OLarry, you'll also gain access to a wider bench of highly qualified Tax Advisors who work alongside David to support your account and answer your questions.
Does this affect my fees, service level, or day-to-day interactions with my Tax Advisor? No, everything stays the same, unless you'd like to explore moving to our all-inclusive service model. Your Tax Advisor is happy to walk you through that option if you're interested.
Will I lose access to my historical tax returns and documents? No. Your historical documents are being transferred as part of the migration.
I recently uploaded something to SmartVault. What if it didn't make it over? We're continuing to monitor and back up SmartVault through the end of the year, specifically to catch anything like this. If you uploaded a document and don't see it in the OLarry app, it hasn't been lost; just reach out to info@olarry.com, and we'll make sure it's retrieved and added to your account.
Will signed documents, like engagement letters, carry over as well? Yes, nothing changes here. Signed documents carry over along with the rest of your records.
Will my documents be organized the same way they were in SmartVault? It'll look a bit different, and we think you'll find it easier. Instead of navigating folders, the OLarry Docs area uses tags (such as tax year, entity, or document type), so you can filter and find exactly what you need in seconds.
I have more than one entity. Will everything get mixed together? No. Each entity is managed separately within your OLarry account. You can switch between entities easily, and each one's documents and data stay organized on their own.
How do I log in for the first time? You'll receive a welcome email with a link to set your password.
Is there a mobile app? Yes, the OLarry app is available on mobile, so you can access your documents and information on the go.
Will I need to set up two-factor authentication? Yes. By default, verification codes are sent by text message, though other MFA options are available if you prefer.
What if I forgot my SmartVault login and haven't used it in a while? That won't affect your migration or your new OLarry account. Your access to OLarry is set up independently through your welcome email.
I have a spouse, family member, or business partner who also had access to my SmartVault account. Will their access carry over the same way? Everyone now gets their own individual account with their own role, so each person will have a login tailored to their access needs rather than sharing one account.
When will SmartVault be turned off, and can I still log in after my OLarry account is active? Yes, you'll be able to log into SmartVault through the end of the year, after which it will be fully retired. Note that your OLarry Tax Advisor will no longer have access to SmartVault once your migration is complete, so the OLarry app will be the place to share and receive documents going forward. Your existing documents are fully migrated and available there as well.
Who do I contact with questions during this process? Directly email info@olarry.com and our team will help.
Will I get confirmation that my documents migrated successfully? Yes. You'll receive an email once all of your data has successfully migrated, and your account is ready, letting you know it's time to log in.
OLarry employs certified public accountants and tax experts. OLarry is not a public accounting firm.
According to the regulations of the Internal Revenue Service, a taxpayer can only rely on formal written advice. Any tax advice received during a consultation does not meet these requirements. The tax advice provided here is not intended or written to be used for the purpose of avoiding federal tax penalties or promoting, marketing, or recommending any tax-related matters to another party.
