--- title: "Client Portal Login and Help | Wallace CPA" description: "Log in to the Wallace CPA, PLLC secure client portal, register, reset your password, or send a file without an account." url: https://wallacecpa.multisites.ai/client-portal publisher: Wallace CPA phone: +1-877-682-1171 quote: https://wallacecpa.multisites.ai/contact --- 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. [Client login](https://www.securefirmportal.com/Account/Login/12856) - ## Log in Open your documents and exchange files with the firm. [Go to client login](https://www.securefirmportal.com/Account/Login/12856) - ## Register First time? Create your portal account. [Register for the portal](https://www.securefirmportal.com/Account/Register/12856) - ## Reset your password Forgot it? Reset it on the portal. [Reset password](https://www.securefirmportal.com/Account/PasswordReset/12856) - ## Send a file No account? Upload a file with SecureSend. [Send a file](https://wallacecpa.multisites.ai/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](https://wallacecpa.multisites.ai/send-a-file) if you do not have an account. How the portal is protected: see [portal security](https://wallacecpa.multisites.ai/security). ## Trouble logging in? Use the password reset link first. If you still cannot get in, call [(877) 682-1171](tel:+1-877-682-1171) or email [ContactUs@wallacecpafirm.com](mailto: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. [Call (877) 682-1171](tel:+1-877-682-1171)[Send a message](https://wallacecpa.multisites.ai/contact) 180 State Street, Suite 225, Southlake, TX 76092