Membership Service

We are using SecureFilePro – integrated with our tax preparation software, SecureFilePro is a safe and convenient way to upload and send or receive sensitive documents, messages, a safe and convenient way to upload and send or receive sensitive documents, messages, access PDF copies of historical tax returns from 2019 and forward. Client will be able to upload PDF documents, send messages, to the tax preparer and then the tax preparer will be able to in turn send tax returns, messages, collect signatures, etc. If you wish to participate, we will need your email address to sent you an invitation. We are introducing a special introductory membership for $10 per year.

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