This will be our 6th year using our SmartVault portal. Over 50% of our clients now use this.
Many lenders want your documents in a PDF format and your tax returns and documents are available 24/7. If you have not activated, call us and we will send you via email an Activation Link. Many clients simply uploaded their documents last year and we were still able to get things done.
You can always reach the link directly at https://bettstax.smartvault.com