For existing clients
Client portal
As a client, you get a secure, password-protected portal to store and reach your financial documents from anywhere, and to exchange working files, scanned receipts and large QuickBooks files with the firm.
Log in
Open your documents and exchange files with the firm.
Go to client loginRegister
First time? Create your portal account.
Register for the portalReset your password
Forgot it? Reset it on the portal.
Reset passwordSend a file
No account? Upload a file with SecureSend.
Send a file
Where the portal lives
The portal runs on the website of the firm's portal provider, at securefirmportal.com. The login, registration and password reset links above go straight there. Check that your browser shows that address before you type your password.
What the portal is for
- Your tax returns, financial work papers and accounting files, kept in one place.
- Sending working documents and scanned receipts to the firm, and getting files back.
- Large QuickBooks files that are too big for email.
Please do not email tax documents or Social Security numbers. Use the portal, or Send a file if you do not have an account. How the portal is protected: see portal security.
Trouble logging in?
Use the password reset link first. If you still cannot get in, call (877) 682-1171 or email ContactUs@wallacecpafirm.com.
Talk to Wallace CPA
Call the Southlake office and say what you need: a return, an IRS letter, your books or a new business. Have the notice or last year's return nearby if you have one.