We are excited to continue using this secure (bank like) system again this year. Many of our clients have commented on how easy it is to use.
In an effort to get your information ready to upload to the SmartVault (SV), we ask that you put them into as few PDF’s as possible. We do understand that sometimes you might need to send additional files, however the more that can be combined, the easier it will be for us to prepare your files.
With this in mind, below, there are two different sets of instructions (depending on your phone type) of how to take a picture of multiple documents and combine them into one PDF to prepare to upload to the system. We hope you find this helpful.
When you are ready to upload your files, please use the button below.
In an effort to get your information ready to upload to the SmartVault (SV), we ask that you put them into as few PDF’s as possible. We do understand that sometimes you might need to send additional files, however the more that can be combined, the easier it will be for us to prepare your files.
With this in mind, below, there are two different sets of instructions (depending on your phone type) of how to take a picture of multiple documents and combine them into one PDF to prepare to upload to the system. We hope you find this helpful.
When you are ready to upload your files, please use the button below.
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