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SmartVault Client Portal

Boles Metzger Brosius & Walborn PC is pleased to offer a secure client portal through SmartVault for viewing and sending all your tax documents.  You can access the client portal at my.smartvault.com Please contact Deanna Boles or your tax preparer if you do not have access to the portal.

 

Smart Vault also has an app available for access on your iPhone or iPad.   SmartVault App

 

To upload large or secure documents without a SmartVault account, use our ShareFile file drop.  Simply select the employee to whom you wish to send the file from the drop down menu.