How we protect your information
Here is how we keep your documents and personal details safe, and what we ask of you.
The client portal
Documents you send through your client portal are encrypted while they upload and while they are stored.
This website
This website never asks for Social Security numbers, dates of birth or tax documents.
What we ask of you
- Send anything with personal or financial details through the portal, not by email, or bring it to the office.
- Keep your portal password private, and choose one you do not use elsewhere.
- If a message or request from us seems unusual, call the office before you act on it.
Questions about your information
Our privacy policy explains how we use and protect information. To ask about your own information, call the office.
- Phone
- (704) 888-1234