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Client Login

Welcome to CPASafe. Here you can securely upload and download business accounting information, as well as access or print your tax organizer and completed tax returns.

If you cannot remember your password, click the log in button. Once you get to the next log in screen, click the forgot my password link.

How to Use File Exchange

CPASafe Information

Access to this secure section of our website is reserved for clients who have provided their email address to our office and have received an initial setup email. If you would like to activate this complimentary service, please call our office at (712)225-5755 to get started.

Uploading Files to File Exchange
This video shows how to upload files to File Exchange, if we've given you permission to upload files. Length: 3:24 

Viewing and Downloading Files from File Exchange
This video shows how to access and print files through the File Exchange module. Length: 2:29

 Viewing Document Presentation Files
This video shows how to view, download, and print files through Document Presentation as often as necessary without having to request mailings or delivery. Length: 1:58

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.