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.
** Files sent via the Portal automatically expire after six months. Therefore, it is your responsibility to safely and permanently store your tax return and supporting tax documents.
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.