File Sharing



Update on June 1, 2020: We began transitioning our filing sharing system from ShareFile to SmartVault. We will set up clients engaging us after June 1, 2020, with SmartVault. We are transitioning clients using ShareFile to SmartVault after completing their 2019 tax returns. Both are secure and encrypted.

Click the appropriate logo above and enter your user name and password. Each of these systems uses a two-factor authentification.

Our filing sharing system supports our tax compliance, accounting, entity formation, and other professional services. It’s not intended for clients to store their records. ShareFile offered users the ability to create folders, whereas SmartVault uses a standardized folder structure.

If you have any questions, please contact us.


5 stars. The best 30 minutes I've spent on my financial plans in several years. Clarified concerns, answered questions, and provided honest feedback on my strategy. I strongly recommend this firm.