top of page
Search
  • Writer's pictureAustinTaxCPAs
    • Jan 18, 2021
    • 1 min read

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.






Recent Posts

See All

Q: Is this retainer payment in addition to my tax preparation bill? No, we will apply this retainer payment to your final tax preparation bill. We will bill the remaining balance, if any, at the compl

We have two starting points- $400 per month for monthly accounting, or $250 per month for bi-monthly accounting. Both starting points assume two bank accounts (such as one checking and one credit card

bottom of page