SecureFilePro
BRP Portal

1. Go to BRP Financial Group SecureFilePro Client Portal site: https://brpfinancial.securefilepro.com/
2. Enter your Username and Password and click “Sign In”

1. Your username is in the format “FirstnameLastname” (no spaces). If you forgot your username, you can use the “Forgot Username/Password” option and select “Forgot Username“. It will ask for your email and if a matching account was found, an email will be sent to the email address on file. Other option is to contanct BRP Financial Group.
2. If you forgot you password, use the “Forgot Username/Password” option and select “Forgot Password“. You will need your username to initiate a reset. Or else contact BRP Financial Group. 

1. Please contact BRP Financial Group to request an account. You will receive an email from no-reply@securefilepro.com with the subject “You Have a New Account with BRP Financial Group, Inc.” The email contains your Username and a link to our client portal. Clink the link provided in this email to create your own password and access your account. 
2. Create a password for your account and confirm the password. The password must be 8 characters long and it is highly recommended that it contain an upper case letter, a lower case letter, a number and a special character (such as “!”,”#”,”$”).
3. Click the Submit button.
4. Once you create your password, you can now login to our client portal and upload or download files.

Note: It is not required, but it is recommended, as it adds an additional layer of security to your client portal account. If you are unable to log in, or lose your cellular device, please contact our office for assistance with resetting the Portal password and MFA. 

1. Login to our Client Portal site: https://brpfinancial.securefilepro.com/
2. Click the username icon in the upper right-hand corner and select Account.
3. Under Two Factor Authentication, you can choose Text Message Authentication or Application Authenticator. Text Message Authentication will send an authentication code via text message. Application Authenticator requires the use of a phone application like Google Authenticator or Microsoft Authenticator  to generate an authentication code.
4. For Text Message Authentication, choose Text under the Two-Factor Authentication section.
5. You will need to enter your phone number and confirm.
6. You will receive a six-digit code via text message (standard text messaging rates apply). Enter that code on the Two-Step Verification window and click Confirm.
7. Once the two-factor authentication has been enabled, the user will need to use both their chosen password and the six-digit code received via text message before they will be able to log in to their SFP account. After the six digit code is entered, click Confirm.

Note: It is not required, but it is recommended, as it adds an additional layer of security to your client portal account. If you are unable to log in, or lose your cellular device, please contact our office for assistance with resetting the Portal password and MFA. 

1. Login to our Client Portal site: https://brpfinancial.securefilepro.com/
2. Click the username icon in the upper right-hand corner and select Account.
3. Under Two Factor Authentication, you can choose Text Message Authentication or Application Authenticator. Text Message Authentication will send an authentication code via text message. Application Authenticator requires the use of a phone application like Google Authenticator or Microsoft Authenticator  to generate an authentication code.
4. For Application Authentication, choose App under the Two-Factor Authentication section.
5. Using your cellular device, link the app to your Client Portal account by completing one of the following:
   • Scan the authentication barcode (QR code), or
   • Click Manual code to set up the app with a code.
   Then click Continue.
6. Follow the app specific steps to activate the app. The app will display a six-digit code. Enter that code on the Two-Step Verification window and click Confirm.
7. Once the two-factor authentication has been enabled, the user will need to use both their chosen password and the six-digit code generated by the app before they will be able to log in to their SFP account. After the six-digit code is entered, click Confirm.

1. Login to the Client Portal Site: https://brpfinancial.securefilepro.com/
2. Click the “Upload File” button under the “To Preparer” section.
3. An Open window will open. Navigate to the file(s) you would like to upload. Multiple files can be selected at one time by holding down the ‘Ctrl‘ button. The selected file will be shown in the Upload Files screen under the files selected.
4. Use the Select a preparer drop down menu and select 1-Tax Document Upload* and Click the “Upload File(s)” button. 
5. The uploaded file will display in the center window.
6. Your preparer will be notified that you have uploaded a file.

1. You will receive an automated email from no-reply@securefilepro.com when a file has been uploaded to the
   portal for your review.
2. Login to our Client Portal site: https://brpfinancial.securefilepro.com/ or use the link provided in the email.
3. On the Files window, your documents will appear under From Preparer.
4. Click the Download Arrow to open the document. The downloaded file will appear in the bottom left hand corner
   of the window. Click the file to open or save it.
5. Once the file opens, click the downward facing arrow to Save, then follow the normal procedure you use when saving a file to your computer.