Thank you for choosing our firm. We are committed to providing you with an experience that is as pleasant and as simple as possible.
To help simplify your interaction with us, we encourage you to setup a client portal. Through access of our cloud computing storage software known as SmartVault, you will be able to share tax data with us, and in return we can send documents to you.
Here are some of the benefits we are offering you with our services:
We don't intend for the client portal to replace our face to face meeting, but we hope that it will provide you with a time saving and secure way to share information with us.
Below is a Guide to Using SmartVault with detailed instructions on how to set up your client portal and how to navigate its features.
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