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SmartVault as a complete document management system - does a lot more than just eliminating paper in your home or office. It lets you access tax documents from anywhere at any time with secure 24x7 offsite access for storage and disaster recovery.

The SmartVault is an extension of our website and provides a solution for us to share and exchange electronic documents securely and quickly. It also allows a reduction in environmental waste by corresponding electronically instead of handling paper (e.g., less use of paper and less vehicle emissions to have documents delivered). Unlike emails and their attachments, SmartVault uses encryption technology so you will have confidence knowing that the information is secure when transferred back and forth.

As a client of Clergy Tax Financial, we will grant you permission to access SmartVault – primarily for tax return and document storage but also File Exchange.

Dealing with important documents can be one of the most challenging aspects of our personal lives. The SmartVault document management solution will improve how you store this information. Eliminate wasted time searching for paper and replacing lost documents. Access your information the moment you need it, wherever you need it—and manage it all from the convenience of a web browser. Manage your documents as if they're still in hard-copy form.

  • Documents
    Need a copy of your W-2s or tax return to apply for a bank loan? Just log into your SmartVault...and then view and print your information.
  • File Exchange
    Retrieve and send documents we are working together on via your SmartVault. You can exchange any type of file. You can exchange Microsoft Office files, church budgets, and Clergy Tax Organizer with no faxing, postage all in a secure environment.

Every individual can experience a serious incident which can prevent it from recovering important tax, financial, legal, and other documents. This can happen any day at any time. The potential causes are many and varied: flood, explosion, hurricanes, tornados, computer malfunction, accident, or even misplacement... the list is endless. Having a disaster recovery plan is a fundamental responsibility.

Security - For Peace in Mind

When you use SmartVault, you can be assured that your documents and data are in the most secure location available. The data center takes every precaution to guarantee the safety and integrity of your documents and data. Built-in redundancy with automatic failover to a mirrored facility continuously ensures the available of the environment under the most extreme circumstances.

  • Convenient
    Access your information 24/7/365, from any place you have an Internet connection
  • Secure
    Enter you password-protected SmartVault where only you can access your files.
  • Fast
    Within Moments you can access your files.

SmartVault. It's Smart. It's simple. It's Secure. And it's personalized for you. As your accounting firm, we're please to have earned your trust and confidence. We understand the value you place on your security and privacy and we value them as much as you do. We offer this online service with your needs - for readily accessible, secure information in mind.

The road to a document management begins with a SmartVault, so begin your journey today, by CLICKING HERE: SMARTVAULT CLIENT PORTAL.