Tax & CPAs

Affordable. Easy-to-use. Compliant.

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Support IRS Publication 4557 and FTC Safeguards Rule Requirements with PreVeil

Small and independent Tax Professionals face a daunting challenge: safeguarding client data while navigating complex compliance regulations. PreVeil offers a comprehensive solution tailored to these needs while ensuring security, affordability and simplicity.

Compliance Assurance

PreVeil’s end-to-end encryption and activity logging address named requirements of the FTC Safeguards Rule, including encryption of customer information and logging of authorized user activity, which can be incorporated into your Written Information Security Plan (WISP) and the rest of your compliance program.

Low Cost

Low-cost, all-inclusive license for both secure email and files. Free accounts for clients and others.

Easy to Use

Easy to learn. Simplest way for tax professionals to send and receive data.

Exceptional Security

End-to-end encryption ensures the highest level of security. Only the sender and recipient can access the data and no one else.

Granular Access

Maintain control over who can access your organization’s sensitive information with customizable permissions.

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Get to Know the PreVeil Platform

PreVeil Drive

Encrypt, store and share files containing client tax data while using granular access to control permissions. Shared data can even be revoked to mitigate 3rd party risk. Works with Explorer, Mac Finder and on browsers. Keeps prior versions of every file, so you can restore your data after a ransomware attack.

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PreVeil Email

Enables firms and their clients to send and receive end-to-end encrypted messages using their existing email address. Seamlessly integrates with Outlook, Gmail, and Apple Mail. Offers strong protection against phishing scams since you can restrict communication only to authorized users.

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Access from Anywhere

PreVeil Email and Drive are also available as a free encrypted app on iOS and Android phones and tablets.

Communicate with 3rd Parties for Free

Clients and other third parties can create PreVeil Express accounts for free, so you license only the people who handle sensitive data.

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Why Tax Professionals Choose PreVeil

Affordable and Simple to Deploy

Low cost platform can be deployed alongside an organization’s existing IT without any impact to those systems. PreVeil’s support team can help set up an organization and train users in an hour.

Protect Client Data

Keep client data confidential, verifiable and available to the people who need it.

Data Breach Notification and Recovery Benefits

Files stored in PreVeil are encrypted, and most state breach-notification laws require notice only for unencrypted data, which can reduce the cost of a breach.

Independently Verified

PreVeil holds FIPS 140-3 validation (Cryptographic Module Validation Program certificate #5145), a SOC 2 Type 2 report covering Security, Availability and Confidentiality, and FedRAMP Moderate equivalency assessed by an accredited third-party assessment organization.