Secure Client Portal

We have the option of the following appointment styles.

  • Sit down and chat – come in for an appointment, sit with us and do the tax return as usual.
  • Virtual appointment – this can be a phone call, you can wait in your car while we work on your tax return, pretty much whatever way you feel most comfortable.
  • You can check out our Client Portal tab and send your information to us whenever you have time.
  • You can drop off your information when you have time and we can give you a call when we are working on your tax return.

Thank you so much!

Click the link below and a separate page will open up for you to log in to the SecureFilePro website we use for exchanging information.


Two ways to share your information with us:

You can enter your login name and password and upload your information.


You can use the Guest Exchange and upload the documents.  You will need to indicate who will receive your documents.

Please follow up with an email or phone call to let us know your information has been sent over to us.