Client Portal

SmartVault Online Portal

Tax returns will be available electronically through your Smart Vault portal. Each client will be placed in a desired month for the completion of their tax filings. Documents received after that month could result in the return being extended.

Meetings are available via Facetime and Zoom.

 

Download the Mobile App

Apple iOS

Sign into the SmartVault app on your iPhone or iPad to access your account.

Android

Install a WebDAV app on your Android device and follow these steps to set up and access your account.

TaxDome Online Portal

Tax returns will be available electronically through your TaxDome portal and may be downloaded to your personal computer.  Each client will be placed in a desired month for the completion of their tax filings. Documents received after that month could result in the return being extended.

Meetings are available via Facetime and Zoom.

 

Download the Mobile App

For the optimal client experience — get the mobile app

Apple iOS

Android