send US

At Convenient Tax Service, we offer SecureFilePro through Drake Software to securely send and receive documents and information, sign your return, and more.

 

You can either send us your documents through our GUEST EXCHANGE or Contact Us and request a CLIENT PORTAL be created for you

GUEST EXCHANGE

Guest exchange is a secure way to send documents to your preparer without creating a client portal.

PLEASE PROVIDE CONTACT INFORMATION WITH YOUR UPLOAD.  

 

CLIENT PORTAL

 

Please call 414-930-4411 to set up a client portal.  

Why do I need to call?   See our FAQ section question 10 for details. 

Navigating The Secure File Pro Portal

ACCESSING YOUR SECURE FILE PRO PORTAL

 

  1. Click the Client Portal button to open the SecureFilePro log in page. 

  2. When the log in page opens, enter your username and password.  The portal password is created by the user and our office has no ability to tell you what password you created.  If you don't remember your password, click the "forgot password" link to create a new one. 

 

 

VIEWING AND DOWNLOADING DOCUMENTS FROM THE PORTAL

 

  1. When you have signed in and are directed to your portal home page, click DOCUMENTS FROM PREPARER from the My Folder menu on the left side of the screen.

  2. In the window to the right, the uploaded document list should appear.  Click the DOWNLOAD link for the document you wish to retrieve.

  3. Choose whether you would like to OPEN or SAVE the document.  

  4. If you choose not to save the document to your computer, it will remain in the portal until you choose to delete it.

 

 

 

UPLOADING DOCUMENTS TO THE PORTAL

 

  1. Click the DOCUMENTS TO PREPARER link in the My Folder section.

  2. In the window on the right, click the UPLOAD link.

  3. Click the BROWSE FILES button to locate the scanned or saved document on your computer that you wish to upload.

  4. Click the UPLOAD button.

  5. The file will display in the window on the right.  At this time you can choose to rename or delete the file if necessary.

  6. Your preparer will be notified by email that you have uploaded a document. 

Please Call the Office With Any Questions; We Are Happy To Help! 

NAVIGATE

Contact Us:   414 930 4411 - South Office                 

                   262 574 9266 - West Office

Price List

About Us

Services

Download our $10 off coupon

COMMITTED TO SERVICE:

Convenient Tax Service is a professional personal income tax service with over 30 years' experience offering affordable and convenient filing options. 

Learn more about our service...

  • Facebook - Grey Circle
  • YouTube - Grey Circle

CONVENIENT TAX SERVICE SOUTH OFFICE:  6633 W. Forest Home Avenue, Greenfield, WI  53220   Map  414-930-4411 call/text   Email:  info@weloveyourtaxes.com

CONVENIENT TAX SERVICE WEST OFFICE:  1201 S. Prairie Avenue, Suite A,  Waukesha, WI  53186   Map  262-574-9266 call/text  Email:  cts1040@gmail.com

@ Convenient Tax Service