existing Client Portal Instructions

For clients who have logged into SecureFilePro™

Instructions if you have logged in before and created your own password:

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

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

  3. Click Documents from Preparer.

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

  5. Select to Open or Save the file.

  6. 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 $50 to provide another copy of your tax return. Please download it within 30 days and retain it indefinitely.