Secure Client Portal

DaleTax is migrating to a new secure client portal starting in 2020. Don’t worry, your existing data is being saved and transferred to the new portal. Access to the legacy portal will end on December 31, 2020.

Legacy Client Portal (SmartVault)

Legacy Client Portal

If you haven’t already done so, please call or contact our office to request access to the new portal. Thank you!

New Client Portal

Secure Client Portal