In late 2008, the President signed a new law restricting access to your confidential tax information (Internal Revenue Code Section 7216 effective 1-1-09).It makes it extremely difficult for us to provide copies of your tax returns, supporting information or other confidential information to those people to whom you direct us to provide information, such as bankers, mortgage companies, insurers, etc. We will also Not be emailing this sensitive data as Social Security #’s and addresses can be stolen via email.
We have struggled to comply with the new rules for the last several months and quickly realized we needed a new, completely secure system to provide you with your needed information.Our new 256-bit SSL secure web portal system provides you with password-protected online access to information, so that you may choose to provide this information directly and securely to whomever you wish, without our intervention. These Portals are available starting in the Spring of 2009.
Here is what we will provide to you on your secure web portal:
·Secure online access to 2-3 years of copies of your tax returns in PDF form, starting with 2008.If you need previous years we can upload as needed.
·A secure location for you to backup your own financial information as you wish (within our storage limits).
·The ability for you to securely upload requested tax information to our office without needing a fax machine or a visit to the office.
·All data is kept safe and secure on state-of-the art, fully redundant servers that are backed up daily.
·Businesses will now be able to securely process their payroll on our web portal without the need for computer or software changes (additional fee).
·All users will receive 250 MB of secure storage, with additional amounts available if required at a small fee.
Each entity has up to 250MB of secure storage.Additional storage needs are approximately $10 per GB per month.Effective immediately we are requiring all clients to use the system from this year forward.If you have no access to the internet please contact our office.
To access your online secure web storage, first contact us to obtain your login & passwords, then simply go to our website at www.scheibecpa.com and log in.It is a simple system that will be immediately usable by you. Even if you do not have email or internet you will have a portal that will hold information you may need for other businesses.
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