To provide you with a safe and secure way to share files with our firm, we have partnered with SmartVault, an award-winning online document storage and secure file sharing solution, to create a Client Portal.
Enjoy access to your files any time through the Client Portal. Your data is always backed up and exchanging files in the client portal is secure, unlike email attachments.
The SmartVault Client Portal is also very easy to use. If you can click a link in an email, you can use SmartVault to access your files. It’s really that easy. For a quick tour of the Client Portal, click here: Client Portal Orientation
To sign onto your Smart Vault, click the icon below:
If you have forgotten your password, click the icon below. You must use the same e-mail address you initially set your account up with.
If you’re interested in utilizing the Client Portal or have any questions regarding it, please contact our office at 315-692-4033 or visit our Contact Us page to send us a message.