Client Access

Tax clients

Nichols & Company, CPA, PC uses SmartVault to securely access and share documents with our clients.

For more how-to videos follow the link below

https://help.smartvault.com/hc/en-us

Wealth Management clients

Vision2020 One View allows you to view a consolidation of your investment accounts and allows you to generate in-depth reports.

NETX Investor is a secured system that stores and organizes your brokerage and advisory statements and tax documents.

Click below to access eQuipt.

For a how-to video on enrolling in eDelivery please click the link below:

How to enroll in eDelivery

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