Client Portal

Please use the link below to visit SecureFilePro.com. This portal website allows us to electronically exchange important documents without the security risks. It also allows easy access to previously exchanged files, including tax returns, financial statements, and anything else that is important to your financial well-being.

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On visiting the website, you will be prompted for a username and password to login. If this is your first time accessing the secure portal, please give me a call and we'll get everything set up for you. You may also choose to upload files as a guest user.