Client Portal FAQs

Please utilize SmartVault, our new, online document portal to exchange documents securely. Below are some of the most commonly asked questions about the online document portal:

How do I access the Client Portal?

Simply click on the “Secure Client Portal” button (to the right) to navigate to SmartVault to log in to the portal with your email address and password. If you have not received the registration link or would like us to re-send you the registration link, or need any assistance whatsoever, please send an email to info@credofinance.flywheelsites.com.

Why is this better than email?

There are two main reasons: security and sending large files. Our SmartVault Portal allows larger-size files. This is not the case with most email clients. While many email services will allow files of around 5-25MB in size, some email systems will reject files that large. Some examples of large files include QuickBooks files or 300-page PDFs of tax returns and supporting documents. Another limitation of e-mail is that you must encrypt and password-protect each file before you send it – with our SmartVault Portal you just save the file and let the SmartVault take care of the encryption.

Is my personal data safe?

It’s amazing how many sensitive files are sent “in the clear” — unencrypted and open to theft by any hacker or cyber thief. Many people are not aware that all files sent by e-mail or FTP travel across the internet completely un-encrypted. Even if hackers do not intercept files, many companies distribute the same FTP password to all clients because of the difficulty and inconvenience of managing users with FTP. This creates a situation where one client is able to browse through other clients’ files simply by clicking into their folder. With our new online document portal, your documents are encrypted in transit and at rest. SmartVault meets compliance standards with industry regulations like HIPAA, FINRA, SEC, and more. Files stored or shared in the SmartVault are automatically encrypted using bank-standard AES-256-bit encryption so you and our firm can exchange documentation with complete peace of mind.

How is my data stored?

Our SmartVault Portal data hosting facility is known to have one of the highest levels of security; it offers fully redundant storage/backup, site security and more.

How long is my data stored?

You have complete access to your data and may request to have it removed from the portal at any time.

How fast do my files upload and download?

The time it takes to upload or download a file is dependent on two factors, the size of the file and the speed of your Internet connection.

Are there any system requirements for me?

We do not require any special software to be installed on your computer, other than a standard web browser. We are optimized for use with Windows Internet Explorer. Older browsers, and browsers such as Chrome and Safari, may not provide an optimal experience!

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