CLIENTS

Earning trust.

Earning trust.

It’s about you.

Hey there, awesome clients!

We wanted to take a quick sec to shout out a huge THANK YOU for being amazing! We know you have tons of choices out there, so we’re stoked that you’ve decided to roll with us. We couldn’t do what we do without you.

At Smith Marion, we’re all about building great relationships. Your feedback and ideas help us stay on top of our game and constantly improve our services and products to meet your needs.

So, from our team to yours, we just wanted to let you know that we’re grateful to have you on board and can’t wait to keep crushing it together!

CLIENT PORTALS

Tax Portal

Upload your tax documents.

Our tax document upload portal is an online tool that enables users to easily and securely upload their tax documents for processing and review by our professionals, saving time and effort during the tax filing process.

Audit Portal.

Upload and/or download your audit files.

ShareFile is a tool that may be used to facilitate the transmission of sensitive data files between you and us. This tool encrypts data during transfer and while at stored within our Portal. Because of this, security is vastly improved over that of general internet transmissions such as email.

Payment Portal.

Pay your bill.

Pay your invoice online via EFT/bank debit, credit card, or set-up financing. When you click the button below, you’ll be redirected to the SmithMarion Client Payment Portal on the QuickFee website.

Video Portal.

View our library of videos.

Our YouTube accounting video library offers a range of educational videos for individuals and small businesses to improve their financial understanding and management. It covers topics such as basic accounting, financial statements, bookkeeping, taxes, and more in a easy to follow format.

Insights & News

Insights & News