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  • Writer's pictureAustinTaxCPAs

Where To Locate Tax Document Checklist

Updated: Jan 18, 2023

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.






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