Accessing Your Folder
Disclaimer
Your safety starts with you. DO NOT share your secure folder with
anyone.
Prerequisites
- The e-mail you gave us when you requested portal access.
- Access to that e-mail.
Instructions
- You will receive an e-mail with a link to your secure client folder. Click the link. You will be prompted to enter your e-mail for verification purposes. Please use the e-mail you provided to Frederick Accounting PC.
![Accessing Your Frederick Accounting Secure Client Portal1 A picture of identity verification request form](https://frederickaccountingpc.com/wp-content/uploads/2024/03/Accessing-Your-Frederick-Accounting-Secure-Client-Portal1.jpg)
2. Our system will generate a unique verification code and send it to the e-mail provided. Enter this code from your e-mail.
![Accessing Your Frederick Accounting Secure Client Portal2 Verification code request form](https://frederickaccountingpc.com/wp-content/uploads/2024/03/Accessing-Your-Frederick-Accounting-Secure-Client-Portal2.jpg)
3. You will have secure access to your folder. Use the Upload button to upload documents we need to receive.
![Accessing Your Frederick Accounting Secure Client Portal3 Screenshot of Upload button](https://frederickaccountingpc.com/wp-content/uploads/2024/03/Accessing-Your-Frederick-Accounting-Secure-Client-Portal3.jpg)