What you need to know....
At SHMCPA, we take the security of information you provide to us seriously.
In order to minimize the risk of identity theft, we have implemented the follow policies:
Transmittal of Sensitive Information
We will not transmit sensitive information to our clients by any means that will jeopardize its potential dissemination to unauthorized users. Information transmitted to clients and potential clients will be done through the use of a
Secure Portal Login.
Receipt of Sensitive Information
Although we do not have control over information received in our office, we have included a warning and link in all our outgoing transmissions stating the need to use
file exchange or other secure means of submitting information to us that contains sensitive information.
Disposal of Sensitive Information
Information received by us containing sensitive information is transmitted and stored in an electronic file cabinet on servers located at Thomson Reuters Data Center. As a client of SHMCPA, we will retain your information in accordance with our retention policy.
Access of Sensitive Information
Tax returns and financial statements prepared by SHMCPA required that information provided by our clients be made available to employees and others necessary to complete your engagement. Those individuals having access will be limited to information needed to complete the engagement.
At SHMCPA, we welcome the opportunity to address any concerns or questions you may have regarding this policy.
Sincerely,
Steven H. Mangan, CPA
