*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. You upload your tax documents on to the portal, we get notified of the upload, we contact you (usually within 24-48 hours), 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 your information stays safe.