Secure Client Portal

SmartVaultWe 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.

We have been using this portal for a few years now, and find it to be an intuitive and simple solution for such a highly complex document sharing process.  SmartVault provides industry standard security measures.

If you are already set up with our portal, here is the link

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