Portal

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)

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.