Portal Log In
Files sent to and from the portal expire (and fall out) after 6 months.
Please personally download and store your files in a safe place.
(No JPEG or PNG files)
![](https://patricialancaster.com/wp-content/uploads/2018/01/Portal-Login-Image.png)
Forgot Username or Password?
(Assuming you already have a Portal Account)
![](https://patricialancaster.com/wp-content/uploads/2018/12/Forgot-UN-or-PW-Image-1.png)
How to Download Documents FROM Lancaster CPA:
![](https://patricialancaster.com/wp-content/uploads/2018/12/Documents-from-Preparer-Image.png)
How To Upload Documents TO Lancaster CPA![](https://patricialancaster.com/wp-content/uploads/2018/12/Documents-To-Preparer-Image-1024x698.png)
How to Access the Public Tab (Checklists & Engagement Letter)
![](https://patricialancaster.com/wp-content/uploads/2018/12/Portal-Public-Folder.png)
Fix Portal Emails going to Junk or Spam:
Step 1) Check your Junk or Spam folder. Instruct your Junk folder to “Never Block Sender”
![](https://patricialancaster.com/wp-content/uploads/2018/12/Move-from-Junk-Folder-Image.png)
Step 2) Add “@SecureFilePro.com” to your Safe Sender List.
![](https://patricialancaster.com/wp-content/uploads/2018/12/Add-to-safe-senders.png)
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