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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Emailing a password protected tax return via Pro Series
Emailing a password protected tax return via Pro Series
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lbones
Level 5
10-12-2020
03:53 PM
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For the last several years, I have forwarded a copy of certain clients tax return or authorization signature forms to them using Pro Series password protected format (SSN/City/Zip Code). Several times, during various training sessions, I have asked if this method was a safe secure method that meets Gramm-Leach-Bliley act. I have been assured that it is. During a security webinar with NATP recently, I was told that they did not believe it was a safe secure method.
Can I get some feedback on the Community's thoughts. Legit or not.
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