How we keep your data safe

The security of your information is of the utmost importance to us.

• Your data is not shared with third parties without your authorization.  Please refer to your service agreement for additional details.
• We do not share social security numbers, credit card numbers, and other sensitive data via email.
• We offer a secure document portal for sharing documents and financial data.
• We use firewalls and up-to-date virus and malware detection to prevent malicious attacks.
• We use encryption on all internet connections.
• All data is stored in secure and encrypted servers.  Sensitive files are individually encrypted for an extra layer of security.
• We use unique and complex passwords and 2-factor authentication.
• We only work with cloud software and services that use bank-level security.