Get files  – You can upload your W-2s and other tax documents to your personal Tax Place Portal account.                                          

Send files  – We can upload your finished tax return and other documents. You can sign in and download whenever it’s convenient, from any computer with Internet access.                                                                            

Security is built in – Your account and files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server.                                  

Safeguard sensitive documents – Don’t risk sending confidential documents openly by fax or email. Share and transfer them at thetaxplace1.securefilepro.com.                                                                                  

Easy to use – thetaxplace1.securefilepro.com Portal is web-based, and works with just about any browser and computer. Uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick.

A mobile-friendly interface lets you take photos of tax documents and upload them to your thetaxplace1.securefilepro.com Portal account.

Instant messaging with your preparer

A prior-year summary 

Online organizers 

An online electronic signature option lets you sign on your mobile device or PC*

Online payments