Will my financial information be kept secure?

Yes, we use the most efficient and up to date software that keeps your personal information private and secure.

All of the accounting and internal software that we use is the most efficient and up to date option so that we can guarantee your personal information is kept private and secure. 

SFR has implemented a Written Information Security Plan (WISP) and other security protocols and procedures to support this. 
If you would like more details on this, please email admin@strategicfinancialreporting.com and someone will share details with you. 
 

We also utilize specialized tools to guarantee that your information is secure in all forms of communication.

To allow our clients to continue using their preferred methods of communication while still maintaining security, we utilize the following systems. 
All information sent via these systems are encrypted for your security. Please utilize these systems when available, and always request a secure link if you need to send any sensitive information via email.
Citrix ShareFileAllows us to create secure links for sending and receiving documents and other files via email.
Adobe AcrobatAllows for the secure sending of forms and documents for signature or data collection from clients.
DocuSignAllows for the secure sending of forms and documents for signature or data collection from clients. SFR uses this exclusively for sending of completed tax returns for signature.
Password PusherAllows us to create secure links for sending text based information such as passwords, Social Security Numbers, EINs, bank account & routing numbers, and anything else that should be kept secure at all times.