W-2s, 1099s, bank statements, QuickBooks backups — everything you send us during an engagement deserves encryption. Our secure channel runs through the client portal, so your uploads land directly and safely in your file.
The rules of safe sending
- Never email an SSN, EIN or account number — not in an attachment, not in the message body, not "just this once."
- PDFs beat photos — if you must photograph a document, make sure all four corners and every digit are legible.
- Name files helpfully — "2025-W2-Smith.pdf" saves everyone time.
- No portal access yet? Call 954-253-4059 and we'll set you up in minutes — or arrange another secure method if you're not a client yet.
Why we're strict about this: tax documents are identity-theft gold. Protecting yours isn't a feature of our service — it's a duty. See our Privacy Policy.