Send Us Your Files With SecureFilePro

SecureFile Pro is our web-based portal that allows you to access tax documents/returns and offers a secure method for sending your supporting tax documents to Convenient Tax Service from the privacy of your home.

NEED HELP NAVIGATING THE PORTAL? CLICK HERE

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.  

Either fill out the contact information in our drop off form or include as a separate entry contact information.

Client Portal

Creating a CLIENT PORTAL through our office gives you access to send and receive documents, store prior and future copies of your tax return and documents, and the choice to e-sign your finalized return if you do not wish to sign in person.

To create your CLIENT PORTAL, call our office to start the process. Our staff will verify your identity and send you a username and unique link to connect to your personal tax file.

Choose your office by clicking the link for GREENFIELD or WAUKESHA

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.  

Either fill out the contact information in our drop off form or include as a separate entry contact information.

SECURE

ONLINE FILING

South Office  |  6633 W Forest Home Avenue Greenfield, WI  53220  |  P:414-930-4411  

info@weloveyourtaxes.com

West Office  | 1201 S Prairie Avenue, Suite A Waukesha, WI, 53186  |  P:262-574-9266 

kaylene@weloveyourtaxes.com

ADDITIONAL 

FILING OPTIONS

DOCUMENT

DROP OFF

PREPARER

CONSULTATION

DOCUMENT

DELIVERY