Secure Client Portal
New Citrix ShareFile Portal has replaced the previous Smart Vault Portal.
1. Please contact our office for the initial (first time) set up of your Portal Account.
Since your Share File Portal account can be used only with ONE email address, please use that email address when requesting our office for Portal enrollment.
2. Please scan with the scanner (please do NOT use the Cell Phone photos) and combine all your tax documents into one SINGLE PDF.
3. To help you combine the documents in their proper order, please use the below mentioned guidelines:
Guidance for preparing PDF of Tax Docs