
SmartVault Portal
Professional accounting with a personal touch
Introducing Smartvault
Secure Client Portal
SmartVault provides a secure and user-friendly portal for exchanging files between our clients and our team. Utilizing robust encryption methods comparable to those used by banks, SmartVault ensures the safety and confidentiality of your documents. Below, you will find helpful resources for navigating SmartVault. Should you encounter any issues or have questions, please do not hesitate to reach out to our office for assistance.
Watch the introductory video provided by SmartVault to get acquainted with their platform. This video offers a comprehensive overview of SmartVault’s features and how to get started, ensuring you can navigate and utilize the platform effectively from the beginning. See Video
Refer to the SmartVault User Guide for detailed instructions on using SmartVault as a guest user. This guide, provided by SmartVault, covers essential functions, from accessing your account to utilizing various features to streamline your document management and secure file exchanges. View Guide
Learn how to upload files to SmartVault with their step-by-step guide. This resource, provided by SmartVault, offers clear instructions on how to upload documents securely as a guest user, ensuring your files are properly submitted and managed within the platform. View Guide
Find out how to download and locate your files using SmartVault with their helpful guide. This article, provided by SmartVault, explains the process of retrieving documents as a guest user, ensuring you can access and save your files efficiently. View Guide
Understand how to view your files in SmartVault with their comprehensive guide. This resource, provided by SmartVault, details how to access and review your documents as a guest user, helping you to effectively manage and interact with your files on the platform. View Guide