Secure, cloud-based document management and storage built for the unique security, compliance, and workflow needs of business professionals and clients.
At Riccabona & McGee, LLP security is one of our top priorities. We understand sharing your personal tax information can be stressful, especially as our industry shifts further away from traditional sharing practices and into more internet-based transmissions. SmartVault facilitates the transition effortlessly with the highest security allowing us to send and receive documents from clients at any time. You can access any of your returns at any time, all available for download.
We understand SmartVault and cloud-based document transmission may not be for everyone. Please feel free to drop documents off at our office in person during office hours or place them through our mail slot if we are closed.