How we protect your data

• No sensitive data on this website. Our sign-up form collects only your name, contact details, state and the kinds of income you had. Social Security numbers, IDs and tax documents are collected only in our encrypted client portal.
• Encrypted portal. Documents are encrypted in transit and at rest in professional tax software built for preparers.
• Multi-factor authentication on every system that holds client data.
• Written Information Security Plan under the FTC Safeguards Rule, following IRS Publication 4557 and the IRS’s WISP guidance (Publication 5708).
• Limited retention. We keep copies of returns as the law requires and securely delete data we no longer need.
• We’ll never ask for your SSN, bank login or documents by email, text or an unexpected phone call.

If you ever receive a message claiming to be from us that asks for sensitive information outside the portal, don’t respond — contact us through the website instead.