Existing clients

Client access

We use Soraban for secure document exchange, e-signatures, and messages with your specialist. SecureFilePro is no longer active — if you have an old link or bookmark, replace it with the portal below.

Client portal

Soraban

Upload documents, sign engagement letters and e-file authorizations, and message your specialist securely. Sign in with the email address on file with us.

Open the portal

Internal Revenue Service

Where's my refund?

Check the status of a federal refund directly with the IRS. You'll need your Social Security number, filing status, and the exact refund amount from your return.

Check refund status

Trouble signing in? Email Stephanie.Friedman@taxplanningsolutionsllc.com or call (616) 258-5656 during office hours.