Step 1Prepare
Collect your documents.
Gather tax forms, deduction records, bookkeeping files, and any organizer that applies to your situation.
Secure client access
Upload and access documents securely.
Use the SecureFilePro portal for client document sharing with KB Taxes and Bookkeeping.
Step 2Upload
Use the secure portal.
Open the client login and send documents through the dedicated portal rather than regular email when appropriate.
Step 3Follow up
Call if anything is unclear.
Oksana, Renee, or the office line can help confirm what to provide before your appointment.
Portal link