Communicate securely with clients: Top tips
While online filing removes the pressure of being bogged down with paperwork, it does throw up another concern - client data security.
Unless you’ve already employed the services of an online portal facility, how can you be sure your clients personal tax returns and other confidential information are safe, especially if you still send them via email?
From evidence gathered in Any Answers this self assessment season, it’s clear many of you have concerns about this. Queries rolled in from digital signatures to questioning the legality of emailing tax returns to clients.
According to an ICAEW survey, 75% of firms don’t encrypt financial statements or tax returns when communicating with clients via email.
Digital document management specialists Lindenhouse have a handy e-guide Streamlining and Securing Client Communication, which provides the answers to many questions about the legal stance and options for document storage and security you may have.