your Client Portal

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Click the image above to access your portal.
  • Our secure client portal allows us to transfer confidential documents between us quickly, conveniently, and easily. 
  • You can upload documents that we need to prepare your return.
  • We can send your signature forms and copies of your tax returns.  We can also send you questionnaires and organizers to help you gather the information you need to file a complete and accurate return.
  • ​Click the image to the left or HERE to access your secure portal.
​If you do not have a client portal account, please call our office at 231-627-3119 and we will be glad to set one up for you.

portal tutorials

How to Finish Setting Up Your Portal Access
This video will show you how to finish setting up your portal on my website.  It will explain how to set your password, give you a brief tour of the portal, and explain how to upload a document.
How to Upload Documents to your portal
This brief tutorial will show you how to upload a document to your portal
How To Reset Your Password to SecureFilePro
This video will guide you through the process of setting a new password to access your portal.