This page has a login for clients to access a personal encrypted secure web portal for online document and file exchange.
This allows us to provide digital documents to you of your tax returns, etc. that you can download and save; and also gives you the ability to upload documents and files such as W-2's, 1099's, QuickBooks backups, etc. for us to access.
The secure portals are protected by 256-bit SSL encryption - the same technology used by online banking sites to keep information safe. This is a much safer way of sending information as compared to email. Also larger files that some email accounts don't allow to be sent, can be uploaded to the portal.
Please provide us your email address if you would like to have access to your personal secure web portal to transfer documents and files with us online. There is no charge for this service.
If you already have a web portal setup with us, just login above. If you forgot your password you setup, all you need to do after clicking on the SmartVault button above is to then click on the "Reset Password" link to receive an email with instructions on how to reset your password. We do not have your password. The password is setup by you and can be reset by you if needed.