Our online Client Portal is for TaxBiz USA clients to store, track, and share documents with our Tax Professionals. This medium saves our clients from the time and hassle of dropping off or faxing over sensitive tax and financial documents needed to complete your tax return. Most importantly it provides a more secure way of sharing information than faxing or emailing.
Gramm-Leach-Bliley Act, Public Law 106-102 (FTC 16 CFR Part 313) Compliance
We collect nonpublic information about you from the following sources:
- Information we receive from you on applications, tax preparation organizers, worksheets, and other documents we use in tax preparation or providing tax and financial services, or other forms
- Information about your transactions with us, our affiliates, or others; and
- Information we receive from a consumer reporting agency
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We restrict access to nonpublic personal information about you to members of our firm who need to know that information to provide services to you.
We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
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