How do I use a tax preparation questionnaire as an app to send to clients?

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    Asked on January 07, 2022 at 09:34 PM

    As a paid tax preparer, I must conform with IRS and FTC rules and regulations concerning sending and receiving taxpayer data securely. Can a form submission be sent directly to my secure portal instead of yours, or is yours secure according to IRS and FTC standards?

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    Answered on January 07, 2022 at 11:22 PM

    All submission data on our server are secure. We have a very powerful cloud of servers in SSAE16 Audited facilities which provides security protection against malicious attacks like SQL injection and denial of service (DOS) attacks.

    If you use SSL/secure form URL to accept the submission, the data transferred from your browser to our server will also be secure. We support high-grade 256-bit encryption.

    You can check our security page for more information: