September 12, 2016

Client Portal

S&S utilizes the SmartVault client portal, which makes it easy to access, manage and securely share files and documents with our clients. With this client portal, not only do you have access to past tax returns prepared by our office, but also to the documents we used to prepare the return, such as W-2’s, 1099’s, etc.

You can log into our client portal by clicking on the SmartVault logo below if you have already set up your account, or contact our firm Admin, Erin, to receive an invitation and get started today!

SmartVault Logo