Skip to content

Client Portal

We take the protection of your information very seriously. We provide EXISTING clients with a secure portal, through a partnership with SmartVault for document storage and secure file sharing. 

Your private 'vault' in the Client Portal provides the following benefits: 

* Enjoy access to your files any time via the Internet or your Web-enabled mobile device (Android, iPhone, iPad, etc.) Your data is at your fingertips 24/7. 

* Relax knowing your data is always backed up. 

* Feel confident that your data is always secure. Exchanging files using a client portal is far more secure than sending email attachments. More information about this secure platform is available at SmartVault Security

The Client Portal is also very easy to use. If you can click a link in an email, you can access your files. It's really that easy. 
For a quick tour of the Client Portal, click here: Client Portal Orientation


We take care of your books for you, so you can get back to the job of running your business and generating profits.
Learn More...
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Learn More...
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
Learn more...
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Learn More...
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Learn More...

© Jones & Associates, P.C. 2021