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We offer SecureFile Pro as an integration with our tax software for electronic document exchange. Current clients can log into their portal to securely upload tax preparation documents, message your tax preparer and pay tax prep fees. New clients can utilize SecureFile Pro's Guest Exchange to securely upload tax documents.
New tax preparation clients need to provide ID (taxpayer and spouse), Social Security Cards, Completed Tax Organizer and past 2 years tax returns for your tax preparer to review.
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