We use Box to exchange sensitive information with our clients. When you upload your tax returns here, they are dropped into a folder that only we can see on Box. Nobody else has access to these files except us and we are notified immediately. To learn more about the security of Box, click here.
Note: If you plan on sending us tax information electronically and/or foresee yourself wanting PDF copies of your tax returns, we can get you set up with a Box account. Having an account allows you to safely upload information you need to send us but it's also where we will upload PDF copies of your tax return for you to access at any time. Let us know if you're interested!