SECURE FILE PRO - Get on The Right Track At White Plains Tax Service

Get files from your Tax Preparer

Uploads files to your tax Preparer, which speeds up return preparation and saves them a trip to your office.

Send files to your Tax Preparer

You upload the tax return and other documents for your client to download whenever it is convenient.

Anytime, anywhere

You and your Tax preparer can (upload or download)files at any time, from any device with internet access.

Relax .. it’s secure

This site and your information files are always protected by tough, industry-standard security measures.

Mobile-Friendly for Clients (To Upload & Download Docs)

New features to help us serve our clients without them needing to come into your office:

Mobile-friendly interface– You can snap photos of tax documents and upload them to The portal site.
Built-in messaging– communicate back and forth with our office
Prior-year summary– You will get a refresher on what they need to send you for the new tax year.
Online electronic signature– Our clients can sign documents on their mobile device or PC*.
Online Payments– easy, convenient, electronic payments**.