Secure Portal Access
Welcome to Your Secure Portal...Either Client Hub or SmartVault
Access your tax resources anytime, anywhere with our secure portal. Here, you can effortlessly manage your documents, schedule appointments, and ensure your financial information is kept safe. Enjoy the convenience of having all your essential services in one spot.
Key Advantages
Secure Access
Gain peace of mind knowing your information is protected with advanced security measures, ensuring safe transactions at all times.
Why 2 Portals? Client Hub (Last year, still works) SmartVault(New) IRS Approved Remote Interview
Smart Vault gives our clients Round the Clock Self Guided Interview option WITHOUT ZOOM Client Hub will be Sunset in late April 2027 due to not natively supporting HEIC files from Apple devices. Self Migrate your data to SmartVault.
Choice
Log In to Client Hub or Request a Smart Vault invite.
Because Smart Vault is new in 2026, we will need to send you a Private Invitation first. Then you can set up your own username and password.
Password resets for Current log in Next.
If you’ve forgotten your Client Hub password or need to update it, you can reset it here. Once reset, you’ll be able to securely log in and access all your client resources and information. Client Hub will sunset April 2027 with all clients in SmartVault. Self Migrate your data.
If you need a SmartVault Password Reset after you have set it up.
Smart Vault allows us to print directly to your portal from our software. Smart Vaullt does NOT require an app. This provides an additional layer of security for our clients at a substantial cost to us. We believe your privacy is worth it!
What Our Clients Say
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