WebYou will be directed to susandoestaxes.securefilepro.com and the record creation page. Enter the last four digits of your Social Security Number, password (a minimum of 8 … WebDec 4, 2024 · For the taxpayer – SecureFilePro Connect is a mobilefriendly Web application that allows your clients to provide or update basic personal information, review a prior-year summary of tax data, send messages to their preparer, receive and complete fillable PDF documents, snap and send photos of their W-2 or other tax forms (using their camera …

Secure Firm Portal

WebDrake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. More A hassle-free payment solution with low-cost options to meet the needs of both you and your client. More WebIn addition, there are step-by-step instructions to follow in order to activate your portal account and begin uploading documents. A copy of these instructions is also included here. Note: For security reasons, the portal link is only active for 48 hours. If you have not set up your account within this time frame, the link will expire. smallpdf extrair imagem

2014 Client’s Help Document to Secure File Pro - Fox Valley …

WebJan 20, 2024 · This video shows how to access and use SecureFilePro to send and receive documents with Pacific Northwest Tax Service staff. WebJan 1, 2024 · ARP Tax Pro is a Proud Member of SecureFilePro, our Online IT Secure Portal for your Personal information-safety. We operate in a Private Secure, IRS Circular 230 Compliant Communications Network ... WebTo get started, you will: First, purchase e-Sign Events. Then, sign with e-Sign Events. When using Drake e-Sign Online, remember: The Drake e-Sign Online process is different than using a Signature Pad to e-Sign documents in your office. The Drake e-Sign Online process requires the purchase of e-Sign Events. smallpdf esing