In keeping with our mission and our name, we continue to search for ways to lead our clients to Financial Self Reliance. So, we are pleased to announce that we have established for you a secure online storage account to allow you immediate and constant access to your financial records. This means you can log in to access, share and store your important documents: personal and/or corporate tax returns, investment status updates, Quick Books business records and much more. In addition, web-based workflow that enables collaboration among service providers has tremendous value to our business clients. And last but not least, we know our clients like to be green - so we are doing our part.
Once you establish your private account and login credentials, you are ready to begin. Our partner, SmartVault is a well-regarded software developer known for design of secure storage and Quick Books-based workflow systems. Use your personal portal to view tax returns, financial statements and other important records. Print, download or email as you wish. You are the only one with access to your portal. SmartVault stores your files with 128-bit encryption to insure your security.
To log in to your portal, follow the link on the right.