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
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.