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

ADDITIONAL 

FILING OPTIONS

Get your taxes done on your schedule! Drop your documents safely with our friendly office staff or secure lock box and we will take care of the rest.

DOCUMENT

DROP OFF
We strive to deliver a personal touch. We encourage you to book preparer consultation to speak with your preparer to answer any questions directly. Consultations can be in person, over the phone or through video chat.  We are here for you.

PREPARER

CONSULTATION
Want the white glove treatment? We Love Your Taxes so much that we will pick them up, prepare them and deliver them completed right back to your home.

DOCUMENT

DELIVERY