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01/26/2012 at 02:08PM PST

We’ve seen a scam e-mail regarding Intuit tax information floating around today. This e-mail was not sent or authorized by Intuit. If you ever wonder whether an e-mail from Intuit is real or fake, please refer to the link below.

Thank you

http://security.intuit.com/security-alerts.php

cF6oyiYgCr3QjyacfA8pyY

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jasonkoscinski

New Member

11/03/09 3:02am PST
Viewed by asker 11/15/11 5:45am PST

My Proadvisor Website - Client Security

How do we communicate to our clients that there data is safe with our firm? For example we are servicing clients via the internet (remotely). One of our most FAQ is how are you protecting our data? I want something that I can place on my website to tell everyone that we are concerned for their privacy and we are doing "certain" things to ensure this.

Is there something on the Proadvisor site on this already? If so, please email link.

What do you use on your site to communicate to your clients that your "remote assistance" is secure?

What software/tools do you use for accessing your clients data remotely? (besides QB Online).

I appreciate your feedback.

Jason Koscinski

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1 Reply

melsaccounting

Contributor

11/27/09 5:16am PST

Latest post

I recall a form or sample letter involving data protection. I include a confidentiality statement and information when the client agrees to use my services. It simply states that I take every precaution to protect any and all electronic files. This includes using secure email services, password protection and secure desktop features.

Specifically reassuring them that all of their data is treated not only with the utmost confidentially but that I take every step to protect it..

Visit my site or email me if you would like any other details! Good luck!

Mel Banks
Business Consulting & Solutions
www.MLBBusinessSolutions.com
www.facebook.com/MLBBusinessso...

Planning ~ Implementation ~ Results ~

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