Email Notice
We continually increase our efforts to secure client data and information. In order to ensure that your documents stay as secure as possible, please DO NOT email us documentation directly. Upload your documents to SmartVault or send them to us with Verifyle, both of which are easily accessible below. Please email Crystal at [email protected] or Christina at [email protected] to advise us when all of your current tax year documentation has been uploaded to SmartVault. Also email us if you upload additional documentation or corrections after your initial upload. This ensures there will be no delay in the acknowledgement of your upload.
SmartVault
SmartVault is our primary secure client portal. It allows our clients to upload and access their financial and tax documentation. If you are an existing client, please use the following button to access the login page. Please note, we do not receive upload notifications for SmartVault. See Email Notice above.
Verifyle
Please only use this option if you are unable to upload documentation to SmartVault. We offer Verifyle as an option for our clients who are unable to access or upload documents into SmartVault. The button below will lead you to the Verifyle site. When you create an account, add [email protected] as a contact and use the site to securely send your documents to us.