Client Portal Login

Please DO NOT email documents to us.  Attaching documents to email puts your security and the security of our other clients at risk. 

Protect your valuable information from identity thieves by using our SecureFile Pro portal to send and receive tax documents and other confidential information.

click here to log into portal

 

 

 

 

Requesting and setting up a Portal

Do you want a secure portal?  Here's what to do.

Ask our staff to create your user ID and send you an invitation to the Portal.  Then, look for an email from SecureFilePro. 

You must respond to the invitation within 48 hours, or it will expire. 

Read the welcome email from SecureFilePro, click on the link in the email to access your Portal.

Email example for portal

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To access your portal for the first time, enter:

  1. Last four digits of your SSN, for your personal 1040 return portal, or
  2. Last 4 digits of the EIN, for business, estate or trust portals.

Note, however:

  • If you are filing a joint return, the SSN may be your spouse's SSN.
  • If the portal is under your business name, enter the last 4 digits of the EIN. 

 

Create a password for your account. The password must contain an upper-case letter, a lower-case letter, a number, and a special character (Password example: YOU#are#W0nderful!.).

Enter SSN to set up portal

Click the "Submit" button, then sign in.

login screen

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Downloading documents from your preparer

  1. Sign In to your portal.
  2. Look for "From Preparer" in the heading. 
  3. Select, then Download your documents.
  4. The password to open or view your tax return is:
       - The last 4 digits of your SSN. 
       - If you are married, the password might be the last 4 digits of your spouse's SSN.
       - If the portal is for your business or a trust, the password is the last 4 digits of the EIN.

Downloading

 

 

 

 

 

 

Send documents to your Preparer

  1. Under the "To Preparer" header, click the Upload button.
  2. Select the documents on your computer or smart phone that you want to upload.
  3. Select the name of your preparer. 
  4. Click the Upload link.
  5. Click "Add" to add more documents.

Send documents

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Returning to the Portal

After initial setup, you can return to the portal at anytime by clicking on the link in the upper right-hand corner of Pacific Northwest Tax Service's website at www.pnwtax.com.  

If you have any questions, please contact your tax preparer.

Client Portal Login