In today’s busy, competitive environment, we at SMT & Associates understand that you are often working well beyond traditional business hours, leaving little time for anything else. As your trusted tax and financial advisor, we are always looking for ways to make your job easier, which is why we offer the convenience of private web portals. Using the same secure technology as online banking, portals enable you to instantly access our services and your data directly from our website. You simply log in to your personalized client portal using a secure ID and password. It really is just that easy! 

Enjoy the Convenience of Online Services and Simplify Your Work Life
Private client portals provide an easy way for you to access your financial documents, transfer data, and exchange information with us on a 24/7 basis. Depending on your needs, we will customize your portal to offer the tools you require. Listed below are a few of the available portal options.

• Document Presentation - Access your tax returns and financial statements online
• File Exchange - send and receive QuickBooks files with our staff easily and securely
• Account Aggregation - pull your account information from over 1,500 financial institutions into your private portal offering  a complete, comprehensive picture of your personal finances.
• Client Bookkeeping Solution® ASP - an online version of our bookkeeping software to streamline your bookkeeping tasks which we can access for you at any time

Security - For Your Peace of Mind
When you use NetClient CS, you can be assured that your software and data are in the most secure location available - a Class-IV, IBM-certified data center. The data center takes every precaution to guarantee the safety and integrity of your data.  Built-in redundancy with automatic failover to a mirrored facility continuously ensures the availability of the environment under even the most extreme circumstances. For more complete details of the security, view our Security Fact Sheet.

No Additional Fee
This is a service provided at no-charge to our clients!

Most likely, you already conduct a great deal of business online, so why not take your financials there as well? With 24/7 access to your documents, you can conveniently have access to your tax returns, financial statements, and other data. If interested, please contact us at 815-788-5114 or email us at steve@smt-associates.com.

Want to Try? Access Our Demonstration Portal
To login into our demo portal, go to our client login and use "demoportal2" for the login ID and "1234567" for the password.  Once you are logged in, go to Document Presentation and File Exchange - both are under the Document Management tab.

For more information, view our brochure or call us at 815-788-5114.