Why SmartVault?
Safe and Simple by Design
FEATURESmartVault is an industry-leading, secure file-sharing platform that makes transferring your financial documents safe and simple. Upload tax returns, bank statements, and receipts directly to your private portal instead of using email.
Bank-Level Encryption
FEATURESmartVault uses bank-level encryption to ensure your data is fully protected during transit and at rest, giving you complete peace of mind that your financial information remains strictly confidential.
How to Use SmartVault in 3 Simple Steps
Request Access
Click "Get Started" to send an email request directly to our team for your SmartVault portal account.
Activate Your Account
Check your inbox for a SmartVault activation email, click the link, and create your secure password.
Upload Your Files
Locate your client folder, click Upload, and drag and drop your tax documents or financial receipts directly into the portal.
Ready when you are. Log in to upload, or request access and we’ll send your activation link today.
Disclaimer Notice
The Client Login and Get Started links connect to an external secure portal operated on our firm’s behalf. SmartVault is a product of SmartVault Corporation; our firm is an independent service provider, not affiliated with or endorsed by SmartVault. Please consult our team directly with any questions before sending sensitive documents.