Security
Your data, protected
Tax work means trusting us with your most sensitive information. Here is how we keep it safe — and what we will never ask you to do.
Encryption in transit and at rest
All data is transmitted over TLS and stored encrypted. Document exchange uses a secure portal, never plain email.
Access controls
Client data is accessible only to the professionals working on your engagement, on a least-privilege basis.
Secure document portal
You upload sensitive documents through an encrypted portal with authentication - we never ask for IDs or account numbers by email.
Vendor due diligence
Any third-party processor is vetted and bound by contract to equivalent security and data-protection standards.
Retention and disposal
Data is retained only as long as legally required, then securely deleted or anonymised.
Incident response
We maintain a process to detect, contain and notify you of any data incident in line with UK GDPR timelines.
How to spot a scam in our name
We will never ask for your Social Security number, ITIN, passwords or full bank details by email or text. We never request payment to a personal account. Sensitive documents are only ever exchanged through our secure portal. If anything claiming to be from us looks off, contact us directly using the number on this site before responding.
Security questions before you share anything?
Ask us. We'd rather you felt completely confident before sending a single document.