SecureFilePro

SecureFilePro is for sending and receiving confidential documents to AccuTAX, LLC

To use the system the first time you need to call our office and request a link to setup your account.

https://accutax.securefilepro.com/portal/login.aspx

 

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 Browse Files 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.

If you have any questions, please contact us at 502-227-9306