SmartVault is the company we are using for our new Client Portal. You can access your Client Portal several different ways. Including apps on your phone or tablet and going directly through the web page. This gives you and MB Tax Pro a secure place to share files. You will have a "Correspondence" folder and a folder for your tax returns. This is our preferred method of electronic communication and safest way to share your personal information online.
We will invite you and you will be asked to set up a password and sign into your Client Portal. You will only need to do this once and then you will be good to go.
Turn your phone into a mobile scanner. Genius Scan is a great way to take those files from your mailbox and turn them into PDFs and send them to us. Click the link, download it on your phone or tablet. http://www.thegrizzlylabs.com/
Client Portal Website:
The website is great for PDFs, Excell worksheets, QuickBooks files (backup copies) and other files you may need to share with us. There are also apps for your computer. Add on buttons for Outlook, Quickbooks, Freshbooks, Xero and your computer itself. An easy way to take a document and send it to your Client Portal
Client Portal App:
Use your iPad or iPhone to send us documents.
Download the app https://itunes.apple.com/us/app/smartvault-for-ipad/id551492813?mt=8
After you download the app you will sign in and now you have your secure Client Portal on your mobile device. Simply take a picture of the documents and add it to your file. And you are good to go.
Your Client Portal link is:
www.mbtaxpro.smartvault.com
Click the link, sign in and start sharing your important tax documents with us.
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