Thursday, March 30, 2017

Tax Season Security





It is that time of year when tax season is in full swing. You are probably getting ready to send your documents to your tax preparer, but, are you sending them securely?

While your tax preparer is a highly trusted advisor, the highly sensitive data contained in tax documents is an identity thief’s dream. Think of all the crucial identifying information that these documents consist of—names, addresses, social security numbers, bank account numbers, and tax id numbers, just to name a few.  If business owners and employees take a few extra steps to ensure the security of this information, the chances of identity theft are
dramatically reduced.

The list below provides suggestions for keeping your documents secure, reducing the risk of  your business becoming a victim.


  •  Delivering documents IN PERSON is the MOST secure. 
  • FAXING documents IS a secure option. 
  • Do NOT send documents via UNENCYPTED EMAIL
  • Only use an encrypted  FILE SHARING service. 
  • If your accountant connects to your system, invest in software specifically designed for SECURE REMOTE ACCESS, that includes a file transfer feature.


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