Client FAQs

Welcome to the Client FAQ page!

 

Here, we provide essential information about managing your client experience through our SmartCloud Tax Client Portal. Whether you're preparing for your first meeting, looking to expand your services, or have questions about using our app, we've got all the details you need.

​

1. What should I expect during my first meeting with SmartCloud?

Your first meeting with a SmartCloud advisor is designed to understand your financial goals and challenges. We'll review your current financial situation, discuss your business or personal tax needs, and outline how our services can be tailored to meet your objectives. It's helpful to have financial documents and any specific questions ready for this meeting to make the most of our time together.

​

2. How can I add more services to my existing package?

Expanding your services with SmartCloud is straightforward. Log in to the SmartCloud Tax Client Portal, and select the 'Messages' option. Send your team a messages requesting assistance or if you have questions about a service, our support team is just a click or call away.

​

3. How do I ask questions or get support through the app?

Our SmartCloud Tax Client Portal makes it easy to communicate with us. Once logged in, you can access the 'Messages' section to submit any questions or requests. We aim to respond to all inquiries quickly, ensuring you receive timely and efficient support.

​

At SmartCloud Tax & Accounting, we are dedicated to providing a seamless and responsive client experience. Our Client Portal is designed to give you control over your services and access to our team whenever you need it. If you have further questions about the portal or our services, please do not hesitate to reach out.