CLIENT LOGIN WHY US? WHO WE ARE WHAT WE DO INDUSTRIES RESOURCES CONTACT FAQ Learn More Where's my tax refund? E-file refunds usually take up to 2 weeks, and paper takes up to 4 weeks. If this amount of time has passed, click below for the Federal and State refund lookup services. You will need the following information in most cases: Social Security number or ITIN ZIP Code Your exact refund amount Numbers in your mailing address Your filing status Internal Revenue Service California Other states available here I don’t remember the website for the client portal. Where do I go to access my online documents? I received the SmartVault invitation email. What should I do next? I have a SmartVault account but I forgot my password. What should I do? Can you guide me through navigating the SmartVault website, and tell me how to upload or download documents? I no longer have access to my old email address that is used for SmartVault. How do I change it? If you no longer have access to your old email, please let us know so we can update your access to SmartVault. For security reasons, we are the only ones who can update your email for login. Can I add another user to SmartVault? Do you have any alternative to using SmartVault for sending documents? In California, who is required to pay taxes by Electronic Funds Transfer (EFT)? If I pay the California FTB with a check when I was supposed to pay via EFT, will I be assessed a penalty? I have Qbox for syncing my QuickBooks Desktop file to The Accountancy. The file is locked and I am not given the option to lock it myself so my changes will be incorporated. How do I fix this? There are two things that could be happening: The file is on custom sync and we need to buy 30 days of access. Please contact us to help you with this. The file is on regular sync, but someone is currently using it. If this is the case, your changes will not be saved. Under settings, make sure you are on auto-sync. This will remove the extra step and assures that the file will sync when closed. If you have any trouble, please contact us for support. Qbox indicates that the file is locked by The Accountancy, but that's not the case. How do we fix this? My QuickBooks file shows a red symbol under Qbox sync. What is happening? Work With Us OFFICE LOCATIONS 500 North Brand Blvd., 20th Floor Glendale, CA 91203 123 South Marengo Ave., Suite 200 Pasadena, CA 91101 CONTACT MAILING ADDRESS: P.O. Box 11090 Glendale, CA 91226 EMAIL: info@theaccountancy.com PHONE: (818) 547 5701 FAX: (818) 547 5708 Copyright © 2021 The Accountancy. All Rights Reserved. Privacy Policy | Terms & Conditions | Business Continuation Plan | Site Map