SmartVault Account Registration

Note, if requesting “Tax Prep Services,” you should complete the appropriate Client Questionnaire instead.

Client Name *

Telephone *

E-Mail Address *

Spouse Name

If Spouse is to access account, you must provide their email address.

Spouse E-Mail

Entity Name

Entity Type

Street Address *

City *

State *

Zip Code *

Summarize Services Needed *

Submission acknowledges you are requesting CFS create a SmartVault Client Account to enable secure document sharing.

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