- Use a secure portal (if your accountant offers one, and they should) to submit docs. If you must email, encrypt the attached files and call your accountant's office with the password.
- To share docs at with your spouse/partner/business partners/etc, make sure your emails are encrypted and exchanged on the same server. E.g., your business has secure intraoffice emails, or you and your spouse both have Protonmail accounts and email to each other there.
- Another option, if you are sharing docs with someone and you don't have a secure email solution, is to set up a shared Dropbox folder.
- If you must email a tax document across multiple email services, (as mentioned above) be sure to encrypt the file (very easy to do this w/ PDFs) and provide the password to the recipient in a secure manner.
I'm not an IT expert; just a lawyer who is paranoid about security. So, if you are concerned about any of the above issues ask an IT professional or consult an online guide for more information. The point of this post is to get you thinking about tax document related data security.
