Saturday, February 8, 2014

Don't email your tax documents!

It's that time of year again... time to gather your financial documents and send them to whoever is preparing your taxes. But wait! Don't send them in an email!

Email is inherently not secure. Just as you wouldn't send your social security number and other financial details on the back of a post card, you shouldn't use email for confidential information. Instead, use Send Files Securely to upload your files and send your tax preparer the link to your files. This way your files will be securely encrypted during upload, storage, and download. And don't forget to add a password to the files you upload. This ensures that only they will be able to download the files. Sending the link to your files is ok to do over email, just be sure to give them the password by some other means (e.g. phone, in-person, text message, etc.)

Bonus Tip - If you have many documents, compress them into one .zip archive file so you only have to upload and send one file instead of many!

Visit to send your files securely for free!


  1. While your recommendation to send tax documents securely is perfectly valid, You forgot to mention that all CPAs are REQUIRED to password protect any client files that contain personal information.

  2. Such a nice Blog. Thank you for sharing the information. I want to know more about Send Files Securely Free.
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