SecureFilePro is for sending and receiving confidential
documents to AccuTAX, LLC
To use the system the first time you need to call our office
and request a link to setup your account.
To submit a document to your preparer:
the Documents to Preparer link
under the My Folder section.
- In the right window, click
the Upload link.
- Click the Browse
Files button to search for the file you would
like to upload.
- The file should display under
the button. Click
the Upload button.
- The file will display in the
right window. You have the opportunity at this time to rename
or delete the file if necessary.
- Your preparer will be notified
that a file is ready for downloading from you.
If you have any questions, please contact us at 502-227-9306