In response to the enormous increase in Identity Theft throughout the country, in early 2019 we introduced the use of a secure client portal, Smartvault. The system uses bank-level encryption to allow documents to be exchanged between our office and our clients with high security.
Smartvault is easy to use. Here are the steps:
We send you an invitation to register.
If you are a client of Kevin Rego, email firstname.lastname@example.org to have an invitation to register sent again.
If you are a client of Tim Kelly, email email@example.com to have an invitation to register sent again.
Once you are logged onto Smartvault, you will have the ability to browse to any file, such as your tax documents, and then use the upload function to securely transmit those documents into the portal.
These documents, as well as your completed tax returns, will be available for you to retrieve, should you ever need copies for any reason.