Secure communication for Certified Public Accountants

Whether working with the public or a corporation, CPAs can operate in virtually any area of finance – opening up access to massive amounts of information. 

CPAs must also comply with a number of data compliance regulations, including GLBA, SEC 17a-3 and 17a-4, The Patriot Act, Sarbanes-Oxley sections 302 and 404 for public companies, IRS Rev. Proc. 97-22 and NASD 3010 & NYSE 342.

Privacy Data Systems provides CPAs options for enhanced communications with clients without jeopardizing personal and confidential information. Our cost-effective solutions help you build your business without drastic changes to your budget or IT infrastructure.

Securely request and exchange personal financial information with your clients without exposing that information to third parties through our Secure Messaging and Secure Inbox solutions. 

There is virtually no limit to the size of the files you can send – so dealing with QuickBook files and Excel spreadsheets is not an issue with our solutions. As accountants are becoming more aware of liability issues and the need for security in communication, show clients that you are already aware of the situation and proactive in providing privacy protection.

Store important files and information online safely with Secure Vault. Secure Vault stores your information on a secure, encrypted server that authorized users can access via a secure cloud. Use it to store electronic versions of past tax returns and other necessary files so that you can access that information from anywhere, at anytime – completely securely.