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 is a secure way to send documents to your preparer without creating a client portal.
PLEASE PROVIDE CONTACT INFORMATION WITH YOUR UPLOAD.
Either fill out the contact information in our drop off form or include as a separate entry contact information.