Lifehacker, How Can I Securely Send Sensitive Tax Docs to My Tax Preparer?:
The In-Person Handoff. For the sake of security, it’s hard to beat the old-school, in-person hand off. … [T]here are no transmission methods more secure than physically placing your documents in the hand of your tax preparer. You can make it a digital, in-person hand off if you like—say you’ve scanned your documents and placed them on a CD, or better yet, a password-encrypted USB thumb drive. …
The Digital Alternatives. If for some reason an in-person hand off isn’t an option and you really want to send your sensitive documents over the internet, you still have options for making that transfer more secure. Here are a few things to keep in mind:
- Don’t send your sensitive documents over email. It may seem private, but even if you’re using an email account that uploads attachments over a more secure HTTPS connection, like Gmail, you have no control over your recipient’s server, and they may download your attachment from an unencrypted HTTP connection. …
- If you’re set on transferring the files digitally, you should encrypt them. …
- Share your documents using an encrypted file-sharing service. A lot of file-sharing services offer some sort of encrypted transmission for file sharing. One of those is Dropbox. Say you and your tech-savvy tax preparer set up a shared Dropbox folder. Anything you put in that folder would travel encrypted from your Dropbox folder to Dropbox’s servers to your tax preparer’s Dropbox folder.
(Hat Tip: Scott Brenner.)
3 responses to “How to Securely Send Sensitive Tax Documents to Your CPA”
Some things shouldn’t go by e-mail
Excellent advice from Lifehacker on sending confidential information to your tax preparer electronically: If for some reason an in-person hand…
Some things shouldn’t go by e-mail
Excellent advice from Lifehacker on sending confidential information to your tax preparer electronically: If for some reason an in-person hand…
Some things shouldn’t go by e-mail
Excellent advice from Lifehacker on sending confidential information to your tax preparer electronically: If for some reason an in-person hand…
Some things shouldn’t go by e-mail
Excellent advice from Lifehacker on sending confidential information to your tax preparer electronically: If for some reason an in-person hand…
Some things shouldn’t go by e-mail
Excellent advice from Lifehacker on sending confidential information to your tax preparer electronically: If for some reason an in-person hand…
Some things shouldn’t go by e-mail
Excellent advice from Lifehacker on sending confidential information to your tax preparer electronically: If for some reason an in-person hand…
Some things shouldn’t go by e-mail
Excellent advice from Lifehacker on sending confidential information to your tax preparer electronically: If for some reason an in-person hand…
Some things shouldn’t go by e-mail
Excellent advice from Lifehacker on sending confidential information to your tax preparer electronically: If for some reason an in-person hand…
Some things shouldn’t go by e-mail
Excellent advice from Lifehacker on sending confidential information to your tax preparer electronically: If for some reason an in-person hand…