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.


I was very pleased with my experience. Each time I called I got a live person with out a wait. My consultation with Robert was unexpected. One, I expected to get an associate but instead they told me it would be with the founder. He was very nice and knowledgeable. He answered my questions completely. There was no pressure and no rush when I was asking questions. He told me what I need to do and in addition he emailed me the notes of our conversation and what I needed to do. I was so appreciative; with the tax deadline so close, I was able to get the assistance I needed.