We have initiated several procedures to insure the privacy and security of your personal information, both over the internet and through the mail.

The first is Intuit Link, which is a secure “invitation” portal for you to upload your tax documents, expenses etc. It also contains a questionnaire which helps us keep your info current. We email a link to the site and you can create a password to upload and browse documents submitted.

The second is SmartVault, which is a document storage system linked to our tax software. Not only does it provide safe, paperless storage but allows us to send you a link to a portal where you can retrieve your tax return.

I will NOT use email to send tax returns or any other sensitive information. If we must mail documents, we will use FedEx.

Please, please, please do not email us your tax information. Not only is it difficult for us to locate and work with in a busy inbox, but it is NOT secure. While we can not stop you from emailing us a picture of your social security card, we may scold you like my dental hygienist scolds me for not flossing.

I understand that this may seem more cumbersome at first, and it is a little extra work on both our parts, but constant security breaches (think Anthem, Sony, Target etc.) affirm that these steps are necessary. Legally, I can not send a copy of your tax return to anyone (mortgage broker, bank, school) without written (not emailed) permission from you.

Using the portal will allow you to access your documents easily and allow you to use them at your own discretion.

Elena