New Client Portal Instructions

For clients who have never logged into SecureFilePro™

Please follow the instructions to create an account and download your documents.

 

Instructions

  1. In the first prompt/window you will enter the last four digits of the SSN or EIN, or PIN issued by sender.   You may have 2 different portals, One for personal and one for business. Use the LAST FOUR DIGITS of your EIN to access your business portal. Use the LAST FOUR DIGITS of your SSN to access your personal portal.

  2. In the second prompt you will create your own password for your account. The password must contain an upper case letter, a lower case letter, a number, and a special character (such as !, #, $, etc.). Your username remains the same as the autogenerated one you received.

  3. Click the Submit button. The Sign In screen displays.

  4. Enter your username and password and click the Sign In button.

  5. When the home page displays, notice the My Folder menu to the left.

  6. Click Documents from Preparer.

  7. In the right window, your documents should appear. Click the Download link for a document.

  8. Select to open or save the file.

  9. If you select Save, follow the normal procedure you use when saving a file to your computer.

To submit a document to your preparer:

  1. Click the Documents to Preparer link under the My Folder section.

  2. In the right window, click the Upload link.

  3. Click the Select button to search for the file you would like to upload.

  4. The file should display under the button. Click the Upload button.

  5. The file will display in the right window. You have the opportunity at this time to rename or delete the file if necessary.

  6. Your preparer will be notified that a file is ready for downloading from you.

***YOU MUST DOWNLOAD DOCUMENTS****This is not a document storage site. All client documents will expire 30 days from the day of upload. Download your documents within 30 days from upload. You can save your client portal documents to your computer so you have access to them at any time. All tax returns are to be saved indefinitely.

There will be a charge of $30 to provide another copy of your tax return. Please download it within 30 days and retain it indefinitely.