End of Days for Traditional Tax Document Delivery
In the age of the Internet and ongoing person-to-person health risks, it is imperative to provide your clients with a safe and secure way to upload and send in highly sensitive tax documents during tax season. Traditional ways of sending documents are simply too risky. Hand or mail delivery of paperwork exposes yourself, as well as your client to unnecessary health risks, so by all means clients should be discouraged from mailing or dropping off physical documents.
Although electronic delivery is the preferred method, there are some pitfalls. Faxes may be hard to read, while uploading documents electronically via email can offer about as much security as a postcard. Unless precautions are in place, any network carrier can see the contents of your client’s email and view their attachments.
To keep your client’s highly sensitive information absolutely safe, enlist the service of a secure electronic document exchange, such as Protected Xchange. This type of platform securely and safely exchanges electronic documents, avoiding all health or information risks. Every CPA, accountant, or enrolled agent needs a platform that delivers the security, control and tracking these highly confidential materials demand.
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