Client Login

Professional Tax Services

A SecureFilePro portal must be created for you by Professional Tax Services. We will provide you a username and pin code to access your tax return by email. Please call or email me asking that your account to be set up in SecureFilePro. I will email you with details and a link to setup your login information for logging into new tax return account in SecureFilePro.

The link to SecureFilePro is: https://usataxconsultant.securefilepro.com/

Important Instructions to use SecureFilePro for the first time:

  1. When the next window appears, please enter the last four digits of the SSN or EIN, or PIN issued by sender.
  2. Create a password for your account. The password must contain an upper case letter, a lower case letter, a number, and a special character (such as !, #, $, etc.).
  3. Click the Submit button. The Sign In screen displays.
  4. Enter your username and password and click the Sign In button.
  5. When the home page displays, notice the My Folder menu to the left.
  6. Click Documents from Preparer.
  7. In the right window, your documents should appear. Click the Download link for a document.
  8. Select to open or save the file.
  9. If you select Save, follow the normal procedure you use when saving a file to your computer.

To submit a document to your preparer:

  1. Click the Documents to Preparer link under the My Folder section.
  2. In the right window, click the Upload link.
  3. Click the Select button to search for the file you would like to upload.
  4. The file should display under the button. Click the Upload button.
  5. The file will display in the right window. You have the opportunity at this time to rename or delete the file if necessary.
  6. Your preparer will be notified that a file is ready for downloading from you.

If you have any questions, please contact me.