Download and upload files here to eliminate costly shipping and mileage time.
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Welcome to our client
EXTRANET
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Download and upload files here to eliminate costly shipping and mileage time.
| Client Access is an added benefit for our clients. Your username and password is supplied by email. Please contact our office.
If you experience problems gaining access to your files, please contact us. All unauthorized access is prohibited.
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Secured File Transfers
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Log in here to go to your personal folder(s)
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Please use this remote upload form if you do not have a password
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In 2006, the AICPA published its Generally Accepted Privacy Principles (GAPP) to provide standardized guidelines for the treatment of sensitive personal and financial information by accounting practitioners in the US and Canada.
The GAPP standards provide a definition of personal information and confidential information as well as restrictions on how that information can be transferred, both physically and electronically.
Personal information, according to the standard, is "information that is, or can be, about or related to an identifiable individual." Examples of personal information include identification numbers (including Social Security), home or email address, and financial information.
Confidential information includes transaction details, banking information, and revenue by client and industry. Examples of personal information include tax estimate vouchers, K-1 forms, most QuickBooks files (since QuickBooks files typically contain employee identification numbers), and employee payroll records such as W-2 and W-3 forms.
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