CFG SMARTVAULT
CLIENT PORTAL
Available Now!
We are using CFG SMARTVAULT to securely store your individual and business tax returns, payroll and other business information, as well as your annual individual tax organizer.
PLEASE DO NOT SEND
TAX DOCUMENTS VIA EMAIL.
IT IS NOT SECURE!
New client? Contact the office to receive an invitation to CFG SMARTVAULT.
Returning client? Check your email for the invitation to SMARTVAULT or use the link below to access your account.
SMARTVAULT MOBILE APP
The SMARTVAULT mobile app is available as a free download for Apple and Android devices. The app offers you on-the-go access to your documents and tasks. To locate the SMARTVAULT mobile app in the App Store or Google Play store, search for SMARTVAULT.