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© Copyrights 2019 Sodano Tax, LLC 

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CLIENT PORTAL 

SmartVault "The Client Portal"

To provide this secure online client portal, we have partnered with SmartVault an award-winning online document storage and secure file sharing solution. The technology allows us to easily store, view, and share files securely with you using a secure Web-based client portal—offering you any time, any where access to your documents and the assurance that you are always viewing the most current data.

 

The secure online SmartVault client portal provides the following benefits:

 

  • Enjoy access to your files any time via the Internet or your Web-enabled mobile device (Blackberry, iPhone, iPad, etc.) Your data is at your fingertips 24/7.

  • Relax knowing your data is always backed up. SmartVault offers offsite backup of all data and documents stored in the SmartVault client portal.

  • Feel confident that you data is always secure. Exchanging files using a client portal is far more secure than email and more convenient than using a CD, USB device, or snail mail. 

The benefits of using the secure SmartVault client portal are numerous, but the single biggest driver that led to our adoption of SmartVault is the solution’s ease of use, which eliminates any need for training. If you can click a link in an email, you can use SmartVault to access your files. It’s really that easy.

In order to access your secure client portal, you will be set up as a SmartVault user in the Sodano Tax  account and will need to take just a few simple steps to activate your SmartVault user ID. The process is as follows:

  • You will receive an email from Sodano Tax Account Manager requesting permission to securely share files from your custom folder in the client portal. Click the link within the email to accept the account invitation and create your SmartVault user ID.

We are looking forward to taking the next step in improving our service to you, and will continue to work to earn your business in the coming year. We are always here to help, so feel free to contact us with questions or feedback. Please click on the below link for a quick tour on how to use our secure portal.