Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Emailing a password protected tax return via Pro Series

Level 5

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.

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here