Client Portal

We want to protect your valuable information from identity theft. Help us by using the Client Portal to send and receive tax documents and other confidential information.

New users must register with us to use our Client Portal

1. Simply call our office and ask to speak with a member of our staff.

2. After we have created a user ID you will then receive an email from SecureFilePro .

3. Follow the online instructions.

4. You are now on your way to safely sending and receiving important confidential information.