We use a secure document portal which clients can access in order to share confidential financial & tax information. For more information on this service, please contact us.
At Bobbi J Meneely, CPA, LLC, we take the responsibility of protecting your business' sensitive documents very seriously. The SmartVault service we utilize is engineered to protect your valuable digital assets. All interactions with SmartVault occur over an encrypted channel. AES-256 SSL is employed to protect your documents, passwords, and interactions with this service. SmartVault uses the Payment Card Industry (PCI) Data Security Standard (DSS) as an actionable framework to provide a robust security process. This standard is designed to protect credit card information, but SmartVault employs this framework as a tool across all confidential information - including your documents.
What can you do to keep your data safe and secure?
Do you have more questions about the security of our client portal? Check out the FAQ.
Are you interested in utilizing this service for your own company? Find More Information Here
What can you do to keep your data safe and secure?
- Protect your session by signing out of the service when not in use
- Use a strong password (lowercase, uppercase, numbers, symbols, etc.)
- Change your password every 90 days
- Do not use the same password you use at other sites or other computers
- Do not share your password with anyone
Do you have more questions about the security of our client portal? Check out the FAQ.
Are you interested in utilizing this service for your own company? Find More Information Here
