Simplified Checklist
Our portal has easy access to your tax document checklist:
1) Log in to SecureFilePro™ portal
2) Click ✅"Checklist" on the left toolbar.
Detailed Checklist (Organizer)
Your client organizer has a detailed checklist of items we will need:
1) Log in to SecureFilePro™ portal
2) Click 2022 Tax Organizer
3) Your personalized tax document checklist starts on page 2.
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