Click here to login to the Client Portal

Our secure website (on the SecureFIlePro.com domain) is where you can send an receive confidential documents safely and securely.  You can upload or download files at any time, and from any device with internet access.  Securely uploading your documents will speed up your return preparation and saves you a trip to the office.

• Security is built in – The site and all files are always protected by tough, industry-standard security measures.  All transmissions are secure, and files are encrypted at rest on the server.  At all times, clients can view and access only their own documents.
• Mobile-Friendly interface – You can take photos of tax documents and upload them to your own personalized account.
• Safety – Don’t risk sending confidential documents by fax or email.  Instead send them through your portal.

For step-by-step guidance on how to e-sign your documents, view the pdf file located in your portal.  Once you login, go to the Public Folder to see the instructions.