January 2024
To provide a 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, anywhere 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 your 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. More information about SmartVault’s secure platform is available at http://www.smartvault.com/security/.
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 Driscoll Tax Group, LLC 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 Driscoll Tax Group, LLC 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.
Once your SmartVault user ID is created, you will automatically be signed in to the client portal where you will access your files.
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.
Driscoll Tax Group LLC