Accessing Your Folder


Your safety starts with you. DO NOT share your secure folder with


  • The e-mail you gave us when you requested portal access.
  • Access to that e-mail.


  1. 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.
A picture of identity verification request form

2. Our system will generate a unique verification code and send it to the e-mail provided. Enter this code from your e-mail.

Verification code request form

3. You will have secure access to your folder. Use the Upload button to upload documents we need to receive.

Screenshot of Upload button