Westlake, OH Accounting Firm | Blog Page | Furrer & Associates, Inc.

Process for Secure Tax Document Upload January 2019

As the number of our clients grows that are utilizing our secure electronic options for sending tax documents to us, we want to review this process to ensure the accuracy of these methods.

Furrer & Associates offers two secure ways for you to transmit documents back and forth to us offering an added tier of security to both send and receive electronic information. When using either of the methods listed below, please be sure to follow these steps. This will help facilitate accurate preparation of your tax return:

  • We request that you please wait until you have all of your tax documents gathered before sending us files. We also ask that you please scan all of your documents as 1 PDF and label this "2018 Tax Documents" with your last name, business name, etc. 
  • When we receive multiple separate uploads/pages/files at once, or on multiple days, it creates a risk that something could be missed when printing these documents. When sending all documents at once, we also know that you have gathered all your documents and we are not waiting on additional documents from you.
  • If you are sending multiple files for yourself, children, a business, etc., please group those by each entity so that we are not receiving multiple entities in one PDF file.
  • Lastly, if you are going to utilize either of these methods for your individual tax preparation, we will need the attached engagement letter and questionnaire filled out and sent to us with your electronic files. 

Sharefile-This system works directly through email and offers an added blanket of security when transmitting documents electronically by asking for the recipient to verify themselves before retrieving files (entering your name and email address).  You do not need to create an account for this and files will expire after a period of time. You may upload your documents via the link on our website homepage, or the direct Sharefile link to each staff member is also located in all of our staff's email correspondence in the "signature" portion of the email.

Net Client CS Portal-This system does require a login and password and will act as a storage system for your files. If you already have this set you may continue to use this method. If you would like a portal set up, you will need to contact Meghan or Nicole at the office to get this set up for you.

As a reminder, we want to stress how important it is to NOT send UNPROTECTED emails with sensitive information such as bank account information, credit card information, and social security numbers without added security in place. This leaves your information vulnerable and at risk of being compromised. Please be sure to call us with this information, or send this information via one of the methods listed above. We appreciate our clients and value the security of the information that you trust us with on a daily basis. Thank you.


Steve | 01/29/2019