Encrypted email and file sharing for tax preparers
Works inside Outlook and Gmail. Clients read and reply for free from their browser.
3,000+
organizations use PreVeil
FIPS 140-3
validated encryption (#5145)
SOC 2 Type 2
report available
PC Magazine
Editors’ Choice
Hours
to deploy
What is PreVeil?
PreVeil is end-to-end encrypted email and file sharing that runs alongside the email your firm already uses. Messages and files are encrypted on the sender’s device, and only the people they are sent to can decrypt them.
PreVeil Email
Same addresses, in Outlook, Gmail or Apple Mail.
PreVeil Drive
Encrypted files in Explorer, Finder and browsers.
Mobile apps
iOS and Android.
Free for clients
Clients reply free from their browser, with nothing to install.
Encrypted email and the FTC Safeguards Rule
Paid tax preparers are financial institutions under 16 CFR 314.2(h)(2)(viii). Here is how PreVeil supports the Rule.
Encryption
Required in transit and at rest. PreVeil encrypts messages, attachments and files end to end.
16 CFR 314.4(c)(3)
Access controls and MFA
Only intended recipients hold the keys, and device-bound keys support multi-factor authentication requirements.
16 CFR 314.4(c)(1), (c)(5)
Logging
The Business plan admin console and system logs record user activity.
16 CFR 314.4(c)(8)
Service provider oversight
PreVeil cannot read client data, so it holds no readable client data to expose.
16 CFR 314.4(f)
How PreVeil protects client returns
Encrypted end to end
Encrypted on the sender’s device, decrypted only by recipients.
PreVeil cannot read client data
Keys stay on users’ devices, so PreVeil cannot decrypt client returns.
Logs for your WISP
The Business plan admin console and system logs support 16 CFR 314.4(c)(8).
Notification events
Data counts as unencrypted only if the key was accessed (16 CFR 314.2(m)). PreVeil’s servers do not hold the keys.
The WISP, risk assessment, training and incident response plan stay with your firm.
Award Winning Platform
Recognized by PC Magazine as the Editors’ Choice for Best Encrypted Email and File Sharing system.
Tell us how your firm exchanges returns with clients. We’ll show you where PreVeil fits.
Guides for tax preparers
Tax preparer questions
Does the FTC Safeguards Rule apply to tax preparers?
Yes. 16 CFR 314.2(h)(2)(viii) names an accountant or other tax preparation service that completes income tax returns as a financial institution. The FTC Safeguards Rule requires encryption of customer information in transit and at rest (314.4(c)(3)) and logging of authorized user activity (314.4(c)(8)).
What does a preparer acknowledge on Form W-12?
At each PTIN application and renewal, line 11 of Form W-12 reads: “I am aware that paid tax return preparers are required by law to create and maintain a written information security plan that provides data and system security protections for all taxpayer information.” Signing line 11 acknowledges that the law requires a written information security plan (WISP). Form W-12 does not ask the preparer to attest that a WISP is already in place.
Is it safe to email tax documents?
Standard email protects tax documents only in transit, if at all, and they sit unencrypted once they reach the inbox. IRS Publication 4557 advises preparers to encrypt sensitive files and emails. With PreVeil, message contents and attachments stay encrypted end to end, including in the inbox, and clients read and reply for free from their browser.
Can a solo preparer use PreVeil?
Yes. A solo preparer uses PreVeil’s Business plan with a single license, which includes the admin console and activity logs, and clients read and reply for free from their browser.
Can PreVeil read my clients’ returns?
No. PreVeil cannot access or decrypt your data, because the encryption keys stay on users’ devices.
PROUDLY MADE IN THE USA
PreVeil is 100% Designed & Developed in the USA