We have a new option for you to communicate with us which takes much of the hassle out of driving here and dropping documents off or picking things up from us. SmartVault is a client portal software that facilitates a secure, private, and authenticated online platform for you to gather documents, and exchange information. Streamline how you work, and collaborate with accountants more easily. Have access to your organizers, engagement letters and tax documents around the clock when you need them.
- Accountants can send a request list showing clients what forms and documents to complete and upload online
- Track submittal status in a dashboard and quickly send clients reminders
- Accountants, staff, and clients can securely access files anytime, anywhere
- Print returns directly into SmartVault
If you are not already an invited client, please watch your email for information on how to register. We are getting to everyone as soon as possible if we have your correct current email address.
You can access SmartVault Login here.