Client Resources

Secure Document Storage

We employ a secure online file system for all our client's data called SmartVault. If you don't have access currently please reach out to our office.

You may also drop off documents at our office.

Client Tax Questionnaire

You may fill out your client questionnaire online - a copy of your responses will be emailed to you for your records.

Alternatively you may download and print a PDF version and then upload to SmartVault, mail or drop it off at our office.