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. 

Mobile-Friendly Features

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