Heritage Income Tax Secure File Portal

Secure File Pro

All documents between your tax preparer or tax attorney should be uploaded through this portal. 

Current Clients with Portal Access:  Click icon to link directly to Secure File Pro

To Begin: 

You must request access by calling (513) 900-9513.  

We will ask for your email address and the last 4 digits of your SSN. If you are not comfortable sharing SSN information over the phone we will use the first four letters of your last name as phone digits.  [Example JONES = 5663]

You will receive an invitation to login to your portal and create a password.  

Your PIN is the last 4 digits of your SSN.  

Once logged into the portal, you may upload documents by either scanning them using a scanner (preferred) or taking a picture with your phone and uploading the image into the portal. 

Warning:  Signatures cannot be uploaded.  All 8879 and paper filed 1040 forms must be "wet signed" with an ink pen or by using our identity verification system.  

2775 W US-22 Suite 3

Maineville, OH 45065



(866) 316-1860

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