Accutax does not ever sell your data in any way shape or form. We do not share any data except with trusted technology solutions as absolutely necessary to prepare your tax return, bill you, and take your payment. (So even technology solutions only have data to the extent necessary to perform their specific function.) We do not store any data locally, or on portable drives or other media. All information is stored in secure cloud-based locations. Currently, our technology solutions include:
Intuit ProConnect: Professional tax preparation software produced by Intuit holds your tax information for tax years 2025 and forward.
TaxWise Online: Professional tax preparation software produced by Wolters Kluwer holds your tax information for tax years 2024 and earlier.
DocuSign: e-Signature software integrated into Intuit ProConnect, holds your envelopes for e-signature for 2025 and forward.
Nintex AssureSign: e-Signature software integrated into TaxWise Online, designed by Nintex, holds your envelopes for e-signature for 2024 and earlier.
Squarespace: Website design and hosting, including form creation and invoicing tool, which holds names and email addresses of clients, billed amounts, and passes form information through to Google.
Google: Email and workspace information that houses info you have sent to me via email and submitted through a Squarespace form.
Dropbox: Secure storage and sharing solution for your source tax documents and your completed tax return PDFs.
Quickbooks Online and Quickbooks Payments: Invoice design and payment tool that enables your payment securely and quickly.
Stripe: Payment solution that enables your payment securely and quickly.
Please do not hesitate to contact us if you have any concerns about the privacy or security of your data.