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Connect with Omar Financial

My Portal

Clicking on Open my Portal will take you to our secure site to send documents and connect directly with your Tax Preparer.
Omar Financial Portal 'Safeguard sensitive documents' provides your practice a secure website on the Secure File Pro domain where you can exchange confidential documents safely and conveniently.
Create account Omar financial My Portal

Stay connected with your tax preparer, send and receive your sensitives documents securely, send and receive text message directly to your tax preparer,  sign documents, make payment ... 

What is Secure File Pro?

Secure File Pro is a web-based portal that allows you to access tax documents/returns and offers a secure method for sending your supporting tax documents to Omar Financial.

Omar Financial My Portal

  • Take photos of tax documents and upload them to your Portals
  • Provide tax information by filling out online forms
For your convenience, we’ve written instructions on various aspects of the Tax Portal.
Upload W-2s
Upload W-2s and other tax documents
All transmissions are secure
Files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server. At all times
Sign and Download
Sign in and download whenever it’s convenient, from any computer with Internet access
Uploading & Downloading
Omar Financial Portals is web-based, and works with just about any browser and computer. Uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick

Omar Financial My Portal

Omar Financial My Portal Users interface 
Send & Receive documents - Manage your profile - Ask question - Respond to questions - Chat with your tax preparer - Sign forms - Make payment