Client Portal Changes

Click the link below to access the Heaven CPA Smartvault client portal.

In order to provide the highest level of customer service we kindly ask that you follow these two simple tips when using the client portal:

  • When uploading documents for tax return prep, please upload them all at once instead of one by one as you receive them.  This helps us know when we can get started on your tax return
  • Please notify a member of our team once you have uploaded all of your documents.

We have a new Client Portal. Existing clients should have already received a sign-up link via email.

Please do not upload files to the old portal as that is no longer being checked.