In our ongoing commitment to protecting our client’s privacy and safeguarding financial information, we have implemented SecureFilePro, an online Client Portal system that allows us to exchange confidential documents with our clients securely and conveniently. SecureFilePro is our recommended method of exchanging sensitive and confidential documents electronically.
Click the link below to log in to your existing account:
click here to access the Client Portal
Submitting a document to your preparer via the Client Portal is easy:
Log in to your existing SecureFilePro account using the link above.
- Click the Documents to Preparer link under the My Folder section.
- In the right window, click the Upload link.
- Click the Select button to search for the file you would like to upload.
- The file should display under the button. Click the Upload button.
- The file will display in the right window. You have the opportunity at this time to rename or delete the file if necessary.
- Your preparer will be notified that a file is ready for downloading from you.
Don’t have an existing account?
Please contact us directly if you’re new to SecureFilePro and would like to utilize the Client Portal. We’ll get you set up in no time.