Why we never ask for your Social Security number by email
Email is the easiest way to lose a client’s identity. Here’s how we handle your documents instead, and what we’ll never ask for.
Every tax season, criminals send emails pretending to be accountants. The simplest protection is a rule with no exceptions: we never ask for sensitive information by email or text.
How documents reach us
You upload files through our secure upload page or client portal. They’re encrypted as they travel and while they’re stored, and only your preparer and a reviewing partner can open them.
What the law asks of us
The FTC Safeguards Rule requires tax preparers to keep a written information security plan. Ours covers staff training, multi-factor sign-in, access logs and what we do if something goes wrong.
General information about federal and Kansas tax rules, not advice for your situation. Rules change; talk to your preparer before acting.
