No account needed
Send a file securely
Use SecureSend to deliver a file straight to a member of the firm. You do not need a client portal account.
- 1Open the SecureSend page with the button below. It opens on the portal provider's website, securefirmportal.com.
- 2Choose the member of the firm you are sending the file to.
- 3Add your file and send it. The person you chose is told when your upload is complete.
Have an account?
Clients with a portal account can upload and keep files in the client portal instead. Help: client portal page.
Not sure what to send?
Call (877) 682-1171 first. Please do not email tax documents or Social Security numbers.
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.