Portal

Portal Log In

The portal allows us and our clients to safely send and receive sensitive tax documents.  Clients may log into their portal anytime from the Clients Tab or by clicking below:

 

Request Portal Access

Existing Clients:  It’s likely we already have a portal set up for you.  Contact us if you have trouble logging in or see the section below, “Forgot Username or Password?”

New Clients:  Request portal access by completing the form below.

Forgot Username or Password?

(Assuming you already have a Portal Account)

How to Download Documents FROM Lancaster CPA:

How To Upload Documents TO Lancaster CPA

How to Access the Public Tab (Checklists & Engagement Letter)

Fix Portal Emails  going to Junk or Spam:

Step 1)  Check your Junk or Spam folder. Instruct your Junk folder to “Never Block Sender”

Step 2)  Add “@SecureFilePro.com” to your Safe Sender List.