ProSystem fx® Portal is a convenient online storage space in which files can be effortlessly uploaded, downloaded, stored and shared in a safe and secure environment.

Portal will allow you to share and exchange any type of tax or other documents, quickbooks files, spreadsheets, or any other electronic files. Portal will give you instant access to your files, including tax returns, financial statements and source documents.

If we are preparing your tax returns, you can access and review completed returns, then print and sign the e-filing release and fax it back to us. If you are applying for a loan or need documents for legal purposes, we can quickly and easily upload your prior years’ tax returns and source documents to Portal so you will have full access to them at any time.

Portal User Guide PDF Download

Log-In To Your Portal »

If you would like to take advantage of Portal, please send us an email so we can set up and activate your Portal.