Welcome to the Client Portal
In an effort to increase convenience and security for my clients, I have adopted a secure, reliable, and easy-to-use web portal to service the needs of my clients. Through my client portal system, you will be able to upload documents that contain pertinent information for the preparation of your return, and review your client engagement letters. The system is compatible with all major operating systems/browsers, and is available for you to access anytime and anywhere.
The first is Smartvault this one is where current and prior year tax information is stored for your convenience.
The second is Sharefile which is a much simpler file sharing portal. You just need to click on Submit Doc and follow the instructions.
To access your client portal, click on the corresponding link at the left. You will be immediately re-directed to our host site. Enter your username and password. If you do not have a username and password, please contact me and I can set one up for you.
Once you login to the Client Portal, you will have access to any data I have uploaded for you such as copies of tax returns.
As always, if you have any questions, please feel free to contact us.