Secure Client Portal

We encourage our clients to use our secure client portal and document management solution.  Clients can share information with us, upload files, documents, letters, upload information for their tax returns, as well as view pertinent information.

If you are already set up with our portal, here is the link:  https://RBCPA.smartvault.com

If you are not already set up for access, and would like to be, please contact our office and we will set you up with an account.