New SmartVault client portal
In November we will be sending all our clients an email invitation to sign up to our new client portal system SmartVault. When you receive this please follow the onscreen instructions and training videos which will explain what you need to do.
The new portal has got lots of benefits for clients, for example they will be able to access all completed accounts, tax returns and SA302 documents which are needed when applying for a new mortgage. In addition, we also plan to send clients exclusive resources and tax tips as an added benefit of being a client.
