Client Portal

Log into your secured vault to complete organizer, upload files, or access prior years tax documents.  Add strategicpro.smartvault.com as your favorite browser for direct access.

Two-factor access code will be e-mailed for each session.

To activate your SmartVault account, view this How to Activate video demonstration.

For help with navigating your dashboard view this How to Navigate video, or at HOME menu in your account.  Contact us at info@strategicpro.tax if you have any questions.

 

 

Scan QR Code for free SmartVault app.  Use this app to upload clear and legible photos of tax documents into your vault.

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