Current or New Client Exchange

To access your account on Drake Tax Secure File Pro, please visit O’Connell Accounting Services Secure File Pro. If you are a first-time user, please call our office to have your account set up. Once your account is created, we’ll provide you with login credentials and guide you through the process. After logging in, you can securely upload documents, review files, and communicate directly with us.

Guest Exchange

For all non-clients who need to securely exchange files with O’Connell Accounting Services. Navigate to O’Connell Accounting Services Secure File Pro and select Upload or Download under Guest Exchange.

For any questions or assistance, don’t hesitate to reach out—we’re here to help!