Embedded Files
Everything you need to work with us, in one place.
Everything you need to work with us, in one place.
New client? Start here
New client? Start here
Complete our registration form so we can set up your file. It takes about 5 minutes.
Send and sign documents securely
Send and sign documents securely
Use our secure client portal to upload documents, message us, and sign forms electronically.
Please send Social Security numbers and tax documents through the portal, not by email.
On your phone? Download the SecureFilePro app from the Apple App Store or Google Play and log in with the same account.
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