We take your security seriously! Please use our Secure Client Portal for viewing, sending and signing your sensitive documents. This access request goes to our Office Manager, who will set up the file and email your invitation.
Returning Tax Clients:
First-time BSA Tax Clients:
Active SmartVault Users:
Sign in here with your activated SmartVault account:
For peace of mind, our Secure Client Portal features:
- End-to-End File Encryption
- Secure File Sharing
- Secure eSignature Options
- 24/7 Secure Document Access
- Document Status Email Notifications
- Two-factor Account Authorization
- HIPAA, FINRA, GLBA, SEC Compliance