Customer Portals

SmartVault

Secure Document Transfer Portal

To simplify your life, you can always log-in to our Secure Vault System to access your tax returns and transfer documents to us.  Please click the logo below to access SmartVault.  If you need your account set up, call us at (760) 618-1099.

Want to Learn More About How E-Money and San Diego Tax & Financial Can Help You ?  Watch the video below to learn more.