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Where To Locate Tax Document Checklist

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 2020 Tax Organizer

3) After the first few pages is your personalized tax document checklist






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