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Secure File Pro is an online secure exchange that works in tandem with our 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.

Vertical File Cabinet

Select one of the dark blue boxes below to learn the steps of each option

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