Client Resources & Financial Tools
Conveniently access tools and securely share documents to streamline your bookkeeping experience. We're here to keep things simple, organized, and secure.
Securely access, share, and store your financial documents with SmartVault, our encrypted client portal.
Frequently asked questions
Log into your SmartVault account, select the designated folder provided by our team, and drag-and-drop or click "Upload" to securely add your files.
Can I access my financial documents anytime using SmartVault?
Yes. SmartVault is accessible 24/7, allowing you to conveniently review, upload, or download your documents whenever you need.
Who can view the documents I upload to SmartVault?
Only authorized individuals, including you and specific members of our bookkeeping team, can access your documents. SmartVault uses advanced encryption to ensure complete privacy.
What should I do if I forget my SmartVault password?
Visit the SmartVault login page and click "Forgot Password?" to receive instructions by email to securely reset your password.