How We Protect Your Data

Your tax and financial information is some of the most sensitive data you have. Protecting it is a core part of our job — and a legal obligation we take seriously.

• Secure client portal. Send and receive documents through our encrypted portal, not email. (portal.carolinatax.pro)
• Encryption. Our website uses HTTPS, and client data is encrypted in transit and at rest.
• Access controls. Only authorized staff can access your information, and only as needed to serve you.
• A written security program. We maintain a Written Information Security Plan consistent with the FTC Safeguards Rule and IRS requirements for tax professionals.
• What we ask of you: never email Social Security numbers or full account numbers — use the portal. We’ll never ask for your password.

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