Michael Fitzsimmons CPA

San Diego, CA

(619) 757-1500     info@fitz-cpa.com

Document Portal

We can easily exchange documents with the same security as online banking through the portal at: https://fitz-cpa.securefilepro.com/

Preferred File Format

Preferred file format is PDF (8½ x 11 inches).

200 dpi black and white scans are good enough for most purposes (files are easier to work with if they are smaller in terms of kilobytes/megabytes).

Password Reset / Forgotten User Name

You can recover the user name and password with the email address and last 4 digits of the U.S. tax identification number of the primary taxpayer or, if applicable, of the business, estate, or trust. If you do not have access to the email address associated with the portal, please contact us for help. If you forgot both the user name and password, DO NOT CLICK “I forgot both…” Instead, first click “I forgot my username” to get the user name, then go back and click “I forgot my password” and enter the user name you just recovered to initiate a password rest.

Expired Link to Set up Account or Reset Password

If the link to set up your user name or password has expired (more than 48 hours have passed), click “Forgot username or password?” and then “My email link is no longer valid; I need to set (or reset) my password.”

User Names

An individual client’s user name is typically the primary taxpayer's first and last name with no space in between (20 character maximum).

A business, estate, or trust client’s user name is typically an abbreviated version of the entity name with no spaces in between words (20 character maximum).

Password Requirements

Passwords must meet these criteria:

  • Minimum 8 characters
  • Contains at least one upper case letter
  • Contains at least one lower case letter
  • Contains at least one number
  • Contains at least one special character: !#$%^&*~`()_+= []{}|\:;"<,>.?/ (spaces, single quotes and dashes (hyphens) are not allowed)
  • Cannot contain spaces, single quotes and dashes (hyphens)

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I am a fee-only professional compensated on an hourly or project-fee basis. I maintain my independence and objectivity by refusing to sell insurance, annuities, mutual funds, or software –
I do not earn commissions.