At Lee CPA, protecting your confidential information is a top priority. We use secure cloud-based document sharing through Google Workspace to exchange tax and financial documents with our clients.
How It Works
- Contact Lee CPA to begin the engagement process.
- You’ll receive a secure invitation to access your dedicated document folder.
- Upload your tax documents directly to your secure folder.
- We’ll review your information and communicate with you throughout the engagement.
- Security
Security
Our document-sharing process is designed to help protect your confidential information through secure cloud storage and controlled access. Each client receives access only to their own documents, and access permissions are managed throughout the engagement.
Best Practices
For your security, we recommend:
✔ Upload documents through your secure shared folder whenever possible.
✔ Avoid emailing tax returns or documents containing sensitive personal information.
✔ Use multi-factor authentication on your Google account whenever available.
If you have questions about securely sharing documents, please contact Lee CPA before sending confidential information.
Lee CPA Services PLLC 