Introducing the Client Tax Portal (CCH iFirm), a secure way of uploading documents and detailed collaboration. This online service provides you with the ability to share all your personal tax documentation with Smythe from the comfort of your own home.Visit Client Online Services
Every personal tax client of Smythe will receive a registration link to the portal by March 4, 2022. If you did not receive a link, check the Junk Items folder in your email and if it isn’t there, email our support team for a new link.
To increase security, registration links expire after 7 days. To receive a new link, contact our support team for assistance.
Google Authenticator is required for two-factor authentication for our online services. If you need support on how to get started with Google Authenticator, Google has detailed instructions on their support site.
We’ve tried to keep the folder structure simple for you to use. Each client has a set of folders related to documents that are being shared back and forth between yourself and your preparer, as well as a set of folders where documents that require signatures can be found.