Resources

TAX NOTEBOOK CLIENT PORTAL

SMART VAULT CLIENT PORTAL

Wanzer Financial Client Portal uses SmartVault as a quick, efficient, and secure means of transferring sensitive file information to and from our clients.

     Once you have registered with us, just click on the SmartVault Link below to access the login page.

     You will be able to access your confidential account by entering your unique username and password known only to you.

     If you forget your password, just follow the instructions on the login page.

As an alternative to providing your tax information via our traditional paper organizer, we are pleased to offer Tax Notebook, the quick-and-easy way to get started on your taxes.

     Tax Notebook allows you to submit your tax data through the convenience of the Internet. The way it works is simple:

  • Using any PC with an Internet connection, you access Tax Notebook directly off our web site with a unique Logon ID and Password provided by Wanzer Financial.
  • You are guided through a personal tax interview that is much more intuitive than the traditional paper organizer.
  • When finished, simply click a button to send us your tax information via a secure link. You may also print a copy of your tax data for your records.

 

     Tax Notebook speeds the preparation of your tax return and ensures it is accurate. Rest assured, you can ALWAYS count on the secure transfer of your data over the Internet. So save time this tax season and consider Tax Notebook to assist you in your tax preparation needs.

     Call Wanzer Financial for more information!

CLIENT TAX FORMS

317.644.6432 office   317.489.6202 fax

133 W. Market Street, #226 Indianapolis, IN 46204

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