Do you live out of town? Or prefer to limit face-to-face contact in our office? We are now offering the SecureFilePro portal. This software adds features to help us better serve our clients who may not be able to or prefer not to come into the office. With this software you will still receive the same great personalized service all without having to leave the comfort of your home.
- A mobile-friendly interface you can scan in or take photos of tax documents and upload them directly to your SecureFilePro Portals site saving you a trip to our office.
- Instant messaging provides direct and secure email communication between you and your tax preparer within the SecureFilePro Portal.
- A prior-year summary allows you to see previous return information in order to determine the documentation needed for the new tax year.
- An online electronic signature option allows you the freedom to electronically sign for your return without having to set foot into the office.
- Online Payments makes it easy to make payments electronically.