Schwartz & Schwartz

Clients can access financials, payroll documents and tax returns with ease.

Welcome to the future of tax accounting in Southern California!

With the Schwartz & Schwartz app, you now have unlimited secure access to your financial statements, payroll documents and tax return information on the go.

All clients can access their MySchwartz Account through the application - providing the ultimate transparency between business owners, entrepreneurs, officers, employees and their tax accountants. The Schwartz & Schwartz app provides a direct link between our office and your pocket.

Android users - After you have been prompted to install a WebDAV browser, please use the following settings to access:

Title: SmartVault

URL: https://docs.smartvault.com

Note: SmartVault uses secure HTTPS and not insecure HTTP

Sign in: Enter the email address you use for your MySchwartz Account user ID.

Password: Enter your MySchwartz Account password.

Tier 1 & 2 Accounting Clients - you have access to mobile features that unique to your monthly / weekly service. The money management tab will link directly to your spending profile - giving you direct access to your transactions and your current business spending habits. Spending alerts and irregular spending notifications are automatically triggered by your purchases and determined by your account download schedule.

In addition, Tier 1 & 2 Clients have the ability to snap invoices and send directly to their accountant. Designed for your cash account - we want you to know we are looking out for every transaction and account for every deduction.

Quick connect - Direct access to our staff via email / phone.

Other Features Coming Soon:

- Submit Payroll

- Access to Quickbooks Mobile

- Submit tax return documents securely