Secure Client Portal

I use SmartVault.  A secure online file sharing document storage program to store your tax information.

You can access the client portal in SmartVault securely from any Web browser or Internet-enabled mobile device. This allows you access to your tax information at anytime of the day or night with a password that you create.

Please click on the following link where you will be directed to the SmartVault portal Sign-In page.

Secure Client Portal

When connected, you may log into your account to access documents, tax returns or upload your documents for processing.

If you have not yet received your invitation to join the Portal or need to reset your password, please contact me here.