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Accounting Professionals


Secure Email for Accountants

Why do I Need Secure Email as an Accountant?

Accountants are responsible for client sensitive data in electronic communications. Email being the most common format of electronic communication.

  • Accountants are responsible for protecting critical client sensitive information from the occurrence of a data breach.
  • Data Breaches routinely encompass nonpublic personal identifiers which are the main source of identity theft.
  • Emails are considered vulnerable to unauthorized access and need to be protected in order to prevent a breach of personal private customer data.
  • Accountants are required to safeguard the security and confidentiality of customer information in physical or electronic form.

Secure Electronic Signature

Why do I Need Secure eSignature as an Accountant?

Accountants who utilize secure electronic signature services increase productivity, create greater accuracy, maximize security, and maintain an audit trail.

  • The use of Electronic signatures close client transactions faster and increase profitability.
  • Proof of signature and detailed audit trails are present with electronic signature, this provides a legal evidence log.
  • Maximize the security of all documents with encrypted electronic signature to provide your clients with maximum personal protection.

Compliance With Regulations

What Regulations Must I Comply With?

Accountants who use secure email and secure electronic signature provide the best security for their clients and ensure the best chance for not experiencing data breaches or regulatory violations.

  • AICPA, Section 301 - A member in public practice shall not disclose any confidential client information without the specific consent of the client.
    Source: www.aicpa.org
  • GLBA Section 501(b) - requires financial institutions to have the “administrative, technical and physical safeguards” to protect the security and confidentiality of their client records, including email communications.
    Source: www.fdic.gov
  • The Financial Privacy Rule - establishes rules on the proper collection and disclosure of customers’ personal financial information by financial institutions.
    Source: www.ftc.gov
  • The Safeguards Rule - requires all financial institutions to introduce safeguards to protect customer information.
    Source: www.ftc.gov
  • New eSignature Guidance for the IRS efile - In an effort to make electronic filing easier, new guidance has been issues that expands the use of electronic signatures on two authorized forms for individual income tax returns (Forms 8878 and 8879).
    Source: www.irs.gov
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