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For clients

Client Hub

Secure access to your documents, messages, and e-signatures — powered by SmartVault.

Existing clients

Log in to your secure SmartVault portal to upload documents, review returns, sign forms, and communicate with our team.

You will be redirected to kgtaxgroup.smartvault.com — a separate secure site.

New clients

Welcome! After scheduling your consultation, we will set up your secure SmartVault account. Once invited, you can upload tax documents directly through the portal — no unsecured email attachments.

Make a payment

Pay your invoice securely online.

Track your refund

Check IRS refund status directly.

Schedule appointment

Book a consultation online.

Why we use SmartVault

  • SOC 2 Type 2 compliant with enterprise-grade encryption
  • Two-factor authentication protects your login
  • Built-in e-signatures for tax forms and engagement letters
  • Your portal is isolated from our website for maximum security

First time logging in? Check your email for an invitation from SmartVault, or contact us at TaxInfo@KGTaxGroup.com.