Secure Transmission

Secure Client Upload Portal

Upload your tax forms, identification cards, and filled questionnaires safely. Files are processed with end-to-end data encryption.

Document Submission

Drake Tax Integration: If you already have a client account, you can log in directly to our secure Drake Portals (SecureFilePro). Documents uploaded there sync directly with our tax preparation software.

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Need help gathering documents? Refer to our Tax Prep Checklist.