top of page
Individual & Business Taxes, Accounting, Bookkeeping, Payroll, Business Consulting & Financial Planning
Secure File Pro is an online secure exchange that works in tandem with out tax software.
There are two methods of use:
* The Guest Exchange
* A Full Account
- The guest exchange is the simplest of use for when you just need to do a quick exchange of documents
- A full account gives you access to a messaging app
and an integrated electronic signature.
Select on of the dark blue boxes below to learn the steps of each option
bottom of page