Pro Financials client portal is SmartVault
The SmartVault client portal is a great service that Pro Financial offers at no cost. It is very similar to apps like Google Drive and Dropbox. Basically, you upload your tax documents on to the portal, we get notified of the upload, we contact you, and we put your tax return in process. It is very easy to use and we have had great feedback from clients.
What is even better, is your information is on SmartVault whenever you need to access it. Say you need your W2's and a copy of your tax return for a mortgage or home equity line, you can easily log on, and in seconds have that information.
As with everything we do here at Pro Financial, security is our main focus. SmartVault uses bank level security to make sure you information stays safe.
If you have any questions, please refer to the instruction sheet and videos below. If you still have questions after that, please feel free to call Mike Jr at 630-924-2400.
Click the "SmartVault Info" button below or watch the videos for help getting started and for further information on SmartVault
Pro Financial now uses DocuSign
DocuSign is one of the most used E-signature platforms out there. It is very easy to use, if you can receive an email, you can use DocuSign.
How the process works with Pro Financial:
Once your tax return is paid for, you will receive an email from DocuSign (usually within 1 business day). In that email, there will be a link to access your tax return. Click that link and follow the prompts to sign and/or initial the tax return. Once you have completed that, if you have a spouse that also needs to sign, DocuSign will automatically send it to them for signature. They will follow the prompts to sign, and once they have completed it, a signed copy of your tax return will automatically be sent to Pro Financial and SmartVault. When Pro Financial receives the signed tax return, we will put it in queue to be e-filed.