*Use of SmartVault is provided for tax and accounting related purposes. SmartVault is not utilized for Cetera Financial Specialists LLC / Investment purposes.
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 review the "Need Help Using SmartVault" section below. If you still have questions after that, please feel free to call Mike Jr at 630-924-2400.
If you would like to learn how to use SmartVault, please click the button below or watch the video. If you still have questions after reviewing this info, please give Mike Jr a call at 630.924.2400.
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.
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 for you (and your spouse, if applicable) to sign and/or initial the tax return. Once signed and completed by you (and spouse), 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.
*as of 11/30/2021, per provided DocuSign statistics.