Where To Locate Tax Document Checklist
Updated: Jan 18
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.
