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Security

Your clients trusted you with their data. Here is how we handle it.

Plain answers, before you share anything.

How we work
  1. 1

    Before we start

    We sign an NDA before we see anything.

  2. 2

    While we work

    We work inside your systems, with the permissions you give us. You decide who sees what.

  3. 3

    When we finish

    Access ends the day the work ends.

Close view of tax forms on a desk with a pen and a calculator
Tax returns

Sending tax return information outside the U.S.

U.S. rules (Treasury Regulation section 301.7216) say a tax preparer needs the client's written consent before sharing tax return information with a preparer outside the U.S.

We tell you this on day one and walk you through it. Your own advisor should confirm the wording for your clients.

FinVis Global is not a law firm. This page is not legal advice.

For the free task

Start small and safe.

For the free task you can hide client names, or give us a copy with details removed. You see how we work before any real client data is shared.

Questions

Ask us anything about security.

Ask on the call, or email info@finvisglobal.com.

Give us one task. We do it free.

Then you decide.