Our firm has partnered with SmartVault to offer our valued clients a secure, password protected portal to upload, store and access your important financial documents from anywhere at any time.
Whether you're at work, home, or on vacation you will always have access to your financial, tax, and accounting documents, including tax returns.
This portal allows us to work together efficiently by securely exchanging (upload and download) working documents, scanned receipts and very large QuickBooks files.
To start using the client portal please