ACTION BOOKKEEPING & TAX SERVICE
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client portal access

Click the blue icon to access our secure client portal
​powered by smartvault!

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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.

Your private 'vault' in the 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.
  • Feel confident that your data is always secure. Exchanging files using a client portal is far more secure than sending email attachments. More information about SmartVault's secure platform is available at SmartVault Security.
The SmartVault Client Portal is 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. 

If you currently do not have access to your secure client portal, or can not find your login information, fill out the following request form and you will receive an email from our staff inviting you to our portal.

    Yes, give me access to my secure client portal!

Submit
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