SecureFile Pro is our online portal. Safe, Secure and Convenient access year round to your important tax documents.
We include this access for every client at no additional cost.
These features are available to help QuikTax serve clients without them needing to come into our office:
- Mobile-friendly interface – clients can snap photos of tax documents and upload them to your SecureFilePro site.
- Built-in messaging – communicate back and forth with clients within SecureFilePro.
- Prior-year summary – clients get a refresher on what they need to send you for the new tax year.
- Document Storage – a copy of your important tax documents is available 24/7