Identity & access
Use verified client accounts, strong password rules, optional multi-factor authentication, session expiration, and role-based staff access.
Security plan
Sensitive tax information deserves a security-first system.
This blueprint separates the public website from protected accounts, encrypted document storage, and hosted payment checkout.
Tax document storage
Store uploads in encrypted private object storage. Keep file ownership, status, access history, and retention metadata in a protected database.
Payments
Send clients to Square-hosted checkout. Never store card numbers, security codes, or full payment credentials on the site.
Audit & retention
Log access to sensitive files, limit staff permissions, define deletion schedules, keep backups, and document incident-response procedures.
Safe communication
Use protected portal messages for tax questions. Keep sensitive identifiers and documents out of ordinary email and contact forms.
Launch review
Complete a professional security, privacy, legal, and tax-industry compliance review before accepting real client information.