File Sharing



Our SmartVault filing sharing system supports our tax compliance, accounting, entity formation, and other professional services. It uses a standardized folder structure and does not allow the creation of folders. Use SmartVault for uploading and downloading files in a secure and encrypted manner, rather than using email. Our SmartVault system is not intended for clients to store their records.

If you have any questions, please contact us.


Mandy, Thank you for the info. It has been a great pleasure working with you over the years as well.  You have always been very kind and understanding even considering the difficulty of working with us crazy traders...Anyway, thank you again for all of your help.  You have consistently made the best out of the annual tax process keeping me from going insane! Wishing you and your growing family all the best! Best regards,