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Secure Tax Return Sender — Encrypted CPA-to-Client Delivery

CPAs and tax professionals: deliver completed returns containing SSNs and full financial data without creating email liability.

Accepts: .pdf, .xlsxFree limit: 10MB

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Encrypted locally · Server never sees plaintext or your key

How Secure Tax Return Sender works

1
Attach the completed tax return PDF
2
Browser encrypts before any data leaves your computer
3
Send the secure link to your client
4
Client downloads once — link and data permanently destroyed

Who uses this tool

AccountantCPATaxAdvisor

Frequently asked questions

Is emailing tax returns with SSNs a legal problem?

The IRS Publication 4557 recommends encrypted transmission for tax data. Unencrypted email of returns containing SSNs creates professional liability and state law violations.

What should CPAs do if they've been emailing returns unencrypted?

Switch to encrypted delivery immediately. Document the policy change. For any breach, assess state notification requirements — many states mandate it for SSN exposure.

Does this satisfy the IRS's Safeguards Program requirements?

Encrypted client data delivery satisfies the technical safeguard requirements of IRS Publication 4557 for tax preparers.

Can clients save the tax return to their device?

Yes. After decryption in their browser, clients can save the file locally. The link self-destructs, not the downloaded file.

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