Send and receive your tax documents securely.
Upload your documents to us and download what we send back — any time, from any device — through our encrypted client portal, Secure File Pro.
Client login & guest file exchange
Existing clients sign in with their username and password. Guests can exchange files with us from the same page.
Open Secure File ProFaster, safer than email
No trips to our office and no sensitive documents sitting in your inbox.
Send files to us
Upload documents directly through the portal. It speeds up our work and saves you a trip to our office.
Get files from us
We upload your documents to the portal so you can download them whenever it’s convenient.
Anytime, anywhere
Upload or download from any computer, tablet or phone with an internet connection.
Relax — it’s secure
Industry-standard security protects your files, with encrypted transfers and encrypted storage.
What to upload
Upload whatever applies to your situation — you don’t need every item on the list.
Individual tax return
Individual return / consultingPersonal information
- Social Security or tax ID number
- Date of birth
Income & investments
- Form W-2 — Wage and Tax Statement
- All Forms 1099 (1099-INT, 1099-DIV, 1099-B) and K-1s for investment or interest income
- Form 5498 — IRA contributions
- Child care costs: provider’s name, address, tax ID and amount paid
Self-employment & business (if applicable)
- Business expense records
- Quarterly estimated tax payment receipts
- Mileage records for travel deductions
- Home office: square footage of the space, plus home expenses such as utilities and mortgage or rent
Health insurance & benefits
- Form 1095 — health insurance coverage
- Form SSA-1099 — Social Security benefits, if you receive them
Itemized deductions
- Charitable contribution records
- Form 1098 — mortgage interest, PMI and points paid
- Property tax receipts
- Receipts for unreimbursed medical expenses, including transportation to and from treatment
Not sure which package fits your return? See our individual tax return preparation pricing.
Business tax return
Business return / consultingFormation documents
- Partnership agreement and EIN
- Articles of Incorporation or Articles of Organization
Assets
- Assets bought, sold or depreciated during the year, with any related receipts, documents or reports
Loans
- Loan agreements for any new loans taken out during the year
- Records of loan payments and accrued interest
Income records
- Records that support the income on your profit and loss statement — Forms 1099-K and 1099-MISC, bank statements, deposit slips or sales invoices
Expense records
- Keep your expense records well organized — receipts, bills, bank and credit card statements, and Form 1098 mortgage interest and property tax records
See how we support business filings on our business tax advisory and consulting services page.
How to use your secure client portal
FTCG uses Secure File Pro, a service of Drake Software — the professional tax software we use to prepare and e-file returns — to transfer files securely between our office and your computer.
1Get started
- Watch for the email saying your portal account has been created. Check your spam folder before trying to re-register.
- When prompted, enter the last four digits of your SSN or EIN.
- Create a password with an uppercase letter, a lowercase letter, a number and a special character (such as !, # or $).
- Click Submit — the Sign In screen appears.
- Enter your username and password and click Sign In.
- You’ll see the My Folder menu on the left of the home page.
2Download & upload on a computer
To download documents from us
- Click Documents from Preparer.
- Your documents appear on the right. Click Download.
- Choose to open or save the file.
To upload documents to us
- Click Documents to Preparer under My Folder.
- Click Upload, then Browse Files to choose your file.
- Click Upload. You can rename or delete the file at this point if needed.
- We’re notified automatically when a new file is ready.
3Use the portal on your phone
- Sign in with your username and password.
- Tap Upload in the upper left of the portal screen.
- Tap Select to find your PDF files. After the first one, you can add more.
- Tap Upload. You can then view or delete the files you’ve uploaded.
- To download, open Documents from Preparer under My Folder.
Your preparer receives an automatic email when your documents arrive.
4Tips for a smooth upload
- Scan and save documents as PDF files — not JPEG.
- Give each PDF a short, descriptive name, such as “W2 info”. It helps us work faster.
- Use the Batch feature to upload or download several files at once.
- Upload documents as soon as you receive them to make tax time easier.
- Download up to two years of saved documents any time — handy for a loan officer or other third party.
Need help with the portal?
Can’t sign in or don’t have an account yet? Our team can help.
Monday–Friday, 9 am–6 pm Pacific