Sign in to Your Secure Client Portal
Get files from you
Upload files directly through our secure client portal, which speeds up our services and saves you a trip to our office.
Send files to you
Then, we upload the document for you to download whenever it is convenient.
Anytime, anywhere
You can upload or download files through our secure client portal at any time, from any device with internet access.
Relax ... it’s secure
Your files stay protected within our secure client portal by tough, industry-standard security measures.
Document Checklist for Your Secure Client Portal
Individual Income Tax Return / Consulting
Personal Information
- A Social Security or tax ID number
- Date of birth
Income and Investment Information
- Form W-2 Wag and Tax Statement
- All Form 1099s – Form 1099-INT, -DIV, -B, or K-1s for investment or interest income
- Form 5498 – IRA Contribution
- Child care costs: provider’s name, address, tax ID, and amount paid
Self-Employment and Business Records (where applicable)
- Business expense records
- Quarterly estimated tax payment receipts.
- Mileage records – In order to get a deduction for your travel.
- Home office expenses – Your space is in square feet. The actual expense will need a record of your home-related expenses, like utilities and mortgage (or rent).
Health Insurance Record
- Form 1095: Health insurance coverage forms
- SSA-1099 – Social Security benefits if you receive Social Security.
Itemized Deduction
- Contributions Information
- Forms 1098: Mortgage interest, private mortgage insurance (PMI), and points you paid
- Home Ownership Info: Property tax receipts if you itemize your deductions.
- Receipts for unreimbursed medical expenses, even transportation to and from treatment.
Not sure which package fits your return? See our individual tax return preparation pricing for a full breakdown before you upload.
Business Income Tax Return / Consulting
Formation Document
- Partnership Agreement and EIN
- Articles of Incorporation or Articles of Organization
Asset Information
- Assets you’ve bought, sold or depreciated during the last year. Bring any receipts, documents, or reports related to your assets and fixed assets.
Loan Information
- If you’ve acquired a new loan in the last year, upload the loan agreement with you.
- Also, upload records of any loan payments and/or accrued interest.
Income Records
- To verify the income amount on your profit and loss statement, you will need to upload income records. Copies of Form 1099-K, Form 1099-Misc, bank statements, deposit slips or sales invoices. Be sure to have these records available.
Expense Records
- We are not going to verify your company’s, but you will need to keep the expense records, including receipts, bills, bank statements, credit card statements or 1098 mortgage interest and property taxes form.
- Be sure to keep these expense records, especially your company’s business receipts, well-organized.
For a look at how we support business filings, visit our business tax advisory and consulting services page.
Secure Client Portal Instructions
- First, FTCG uses Secure File Pro to securely and electronically transfer files between our office and your computer. Secure File Pro is a service of Drake Software, a professional tax and accounting software provider we’ve used for years to prepare and e-file your returns securely.
- Next, your secure client portal provides a secure way to exchange confidential tax documents safely and conveniently. You can send and receive documents anytime, anywhere.
- Also, tough, industry-standard security measures always protect your files. All transmissions are secured with 256-bit SSL encryption, and files are encrypted at rest on the server.
- Additionally, your secure client portal offers a smart and responsible way to share and transfer your confidential tax documents. Security, reliability, and privacy are built-in, which cannot be said for sending documents openly by fax and email.
- We will begin the registration process for new clients before your first appointment. However, if you are an existing client without a secure client portal account, please get in touch with support@flextcg.com to initiate registration.
Getting Started with Your Secure Client Portal
- You will receive an email notification that your secure client portal account has been created. Please check your spam folder before attempting to re-register.
- Next, when the following window appears, please enter the last four digits of the SSN or EIN.
- Then, create a password for your account. The password must contain an upper case letter, a lower case letter, a number, and a unique character (such as !, #, $, etc.).
- After that, click the Submit button—the Sign In screen displays.
- Once there, enter your username and password and click the Sign In button.
- Finally, notice the My Folder menu to the left when the home page displays.
Downloading and Uploading Your Files
- First, click Documents from Preparer.
- Then, in the right window, your documents should appear. Click the Download link for a copy.
- Select to open or save the file.
- If you select Save, follow the procedure you use when saving a file to your computer.
- Next, click the Documents to Preparer link under the My Folder section.
- In the right window, click the Upload link.
- Click the Browse Files button to search for the file you want to upload.
- The file should display under the button. Click the Upload button.
- The file will display in the right window. You have the opportunity at this time to rename or delete the file if necessary.
- Your preparer will be notified that a file is ready for downloading from your secure client portal. If you have any questions, please get in touch with your tax preparer.
- To begin uploading your documents, you will need access to a scanner. All documents you intend to upload should be saved in PDF format. Once you have scanned everything to your computer, rename your PDF files with a 1- or 2-word description of the file contents. For example, if you have W-2 wage information statements from your employer to upload, rename the scanned PDF “W2 info.” After everything has been saved, you will be ready to upload.
Using Your Secure Client Portal on Mobile Devices
- First, click on the ‘Upload’ button in the upper left of the portal screen.
- By clicking the ‘Select’ button, you can locate your PDF files to upload.
Once the first PDF file has been selected, you will automatically be given the option to select additional files to upload. After you have chosen the necessary documents, click the ‘Upload’ button. - You can now view all the files that have been uploaded and delete them. Your tax preparer will receive an automatically generated email to let them know your documents are in your secure client portal.
- Then, enter your username and password and click the Sign In button.
- Notice the My Folder menu to the left when the home page displays.
- Click Documents from Preparer.
- In the right window, your documents should appear. Click the Download link for a document.
- Select to open or save the file.
- If you select Save, follow the normal procedure you use when saving a file to your computer.
- Click the Documents to Preparer link under the My Folder section.
- In the right window, click the Upload link.
- Click the Browse Files button to search for the file you would like to upload.
- The file should display under the button. Click the Upload button.
- The file will display in the right window. You have the opportunity at this time to rename or delete the file if necessary.
- Finally, your preparer will be notified that a file is ready for downloading from your secure client portal.
Tips for a Smooth Upload
- First, scan and save all documents as PDF files. Do not use JPEG formatting.
• Give your PDF files a descriptive name. This will help us complete your return faster by being better organized.
• Additionally, download and upload multiple files all at the same time using the ‘Batch’ feature in your secure client portal.
• Make tax time easier by uploading important documents as soon as you receive them.
• Finally, download up to 2 years’ worth of your saved information any time, any place for a third party (loan officer, etc.)