As a valued client you can still access our legacy secure, password protected portal to store and access your important financial documents from anywhere at anytime. For our new SmartVault portal look under the "Client Center" tab.
Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
To start using the client portal please log in above or register here.