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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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