Send Us Your Files Online With SecureFilePro
SecureFile Pro is our online portal that allows you to access tax documents/returns and offers a secure method for sending your tax documents to Convenient Tax Service.
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.
Online 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, email or 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 your office.
Online 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
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