Client Portal

There is no longer any need to worry about lost financial documents. Smith and Co.’s new client portal allows you to access all your vital financial and legal documents online twenty-four hours a day, seven days a week, three hundred and sixty-five days a year. The portal represents part of Smith and Co.’s commitment to low fees with our paperless office. The portal is secure and represents a huge step forward in the way you do business.

To access your business client portal area, use the client login link and simply enter your username and password. If you have any questions about the client portal, please feel free to contact Smith and Co.’s Manager of Administration, Sally Person.