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Welcome To Our Secure Portal - SmartVault
We recently emailed out invites to our new secure portal, SmartVault. SmartVault securely stores your files to be accessed at any time. Through the portal you can upload documents for us, as well as view documents that we upload for you. Only someone with access to your portal will be able to view the files.
Once you create your account and log in, you can select your profile. You may have multiple profiles, for example, a personal and business profile. As of right now, we have uploaded copies of filed 2022 and 2023 tax returns for your convenience.
Please keep an eye out for future emails regarding new features, updates, tutorials, and other news relating to SmartVault!
If you have any questions or concerns please let us know!
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