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SmartVault: Pro Financial's Client Portal

To login, click the "Client Portal" button in the upper right corner of this page.

*Use of SmartVault is provided for tax and accounting related purposes. SmartVault is not utilized for Cetera Financial Specialists LLC / Investment purposes.

Need To Sign Up For SmartVault?

  • If you do not currently have an account with SmartVault, please click the button below.
  • If you can't remember, just sign up again, we will let you know.
  • If you forgot your password, click the "Client Portal" button on the top right, then click "Can't sign in?" and follow the instructions.
Click Here To Sign Up

SmartVault Information:

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.

With Pro Financial going as paperless as possible by using SmartVault and DocuSign, we have saved over 9300 gallons of water, 3200 pounds of wood, and almost 515 pounds of solid waste associated with the production and use of paper.*

Need Help Using SmartVault?

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. 

Learn more

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 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.

Watch the video below to learn about  DocuSign, our eSignature service used with SmartVault

*as of 11/30/2021, per provided DocuSign statistics.