Cybersecurity and Secure Document Guidance for Clients
Tax and accounting documents contain sensitive personal and financial information. This hub gives clients simple, practical guidance on how to send documents securely, recognize suspicious emails, protect passwords, and understand why the firm uses secure portals and secure file transfer tools instead of ordinary email for sensitive documents.
What We Help With
- How to use the Client Self-Service Portal.
- How to upload documents through SecureSend / Revver.
- Why clients should not email Social Security numbers, W-2s, 1099s, bank statements, or tax documents.
- How to spot phishing emails and fake tax notices.
- Password and MFA best practices.
- What to do if you believe your identity or tax information has been compromised.
Next Step
Use the Client Hub to securely upload documents. If you are unsure whether a message is legitimate, call our office before clicking links or sending information.
