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Client Portal Login


As of August 31, 2022 we transitioned from Onvio Client Center to SmartVault. We are in the process of sending out invites and transitioning client data. Existing clients can use SmartVault to upload documents and view copies of past tax returns. To log into the new client portal at SmartVault, click the button below.

For returns delivered via SafeSend Returns, you can also access your return using the link in the e-mail you received when the return was delivered. SafeSend Returns allows you to easily make tax balance and estimated payments online, send copies of your tax returns to third parties, and download PDF copies for your records. The SafeSend Returns link remains active for seven (7) years.

SafeSend Exchange

For one-off document exchanges if you do not have a SmartVault account, you can send a secure e-mail through SafeSend Exchange by clicking the link below.

Invoice Payments

If you would like to pay your invoice online, please click the button below.

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