Congratulations! This is the link to your Secure Client Portal.
Use the Secure Client Portal to upload and download sensitive files securely.
Better Ledger has partnered with SecureFilePro to offer the most secure and easily accessible system for sending and receiving documents privately and securely. If you have already accessed your SecureFilePro portal since last tax season, please click here and login.
If you need your portal set up, or please email or give us a call at 661-871-1625 to request log in information. If you need to reset your password, you can click Forgot Username/Password at the portal login page, or give us a call.
If you are reading this outside of office hours and want to upload your data right now, click here and use the Guest Exchange. That allows you to upload files to the portal instantly, and as soon as we are back at our computers, we will be able to access what you've uploaded.
The best way to protect your sensitive tax data is to send and receive tax documents with Better Ledger using a secure client portal. Once you have a digital copy of your document it is simple to upload it to your secure portal hosted by Better Ledger. There is no additional cost to you to use the secure portal, and it is as easy as accessing an email, logging in, and uploading a file as an attachment. Please contact us if you need any assistance with your secure client portal.
You can also use your cell phone to take clear, well-lit pictures of the tax documents. Then log in on your phone, and upload directly from your phone.