Brinker Simpson Logo
  • FIRM
    • Overview
    • Our Values
    • Our Culture
    • Diversity, Equity & Inclusion
    • Our Team
    • Brinker Simpson CARES
    • Client Testimonials
  • SERVICES
    • Audit and Assurance
      • Audit, Review, and Compilation Engagements
      • Agreed-Upon Procedure Engagements
    • Tax
      • Accounting Services
      • Estate and Trust
      • IRS Representation and Tax Controversies
      • Modern Family and LGBT Services
      • Private Client Services
      • State and Local
      • Tax Advisory Services
      • Tax Return Planning and Compliance
      • Tax Transaction Services
    • Client Accounting Services
      • Client Accounting
        • CFO and Controller Services
        • Accounting and Bookkeeping
      • Small Business Consulting
        • Financial Planning and Analysis
      • Transaction Advisory
        • Due Diligence
        • Post-Acquisition Services
      • Internal Control Assessments
      • Debt Covenant Compliance
    • Fraud and Forensic
      • Compliance and Internal Control Assessments
      • Economic Damages
      • Forensic Accounting
      • Fraud Investigation
      • Internal Investigation
      • Shareholder Disputes
      • White Collar Criminal Tax Defense
    • Valuation
      • Business Succession Planning
      • Business Valuations
      • Buy-Sell Agreements
      • Calculation Of Value Engagements
      • Forecasts and Projections
      • Mergers and Acquisitions
      • Quality of Earnings
      • Transaction Consulting
    • Peer Review and Quality Control Services
      • Performance of System and Engagement Peer Reviews
      • Outsourced Quality Control Review
  • INDUSTRIES
  • INSIGHTS
    • BSCO News
    • BSCO Blog
    • E-Newsletter
    • Webinars
  • CAREERS
    • Overview
    • Experienced
    • Students/Interns
    • Job Openings
    • Employee Testimonials
  • FUN
    • Virtual Content
      • Brinker Simpson Eats
      • Meet the Team Monday
      • Not Your Average Accountants
      • Employee Testimonials
  • CLIENT PORTAL
  • PAY NOW

January 25, 2022

Keep Your Personal Tax Data Secure this Tax Season with TaxCaddy

Often, it can feel like a threat to your data is lurking around every corner. Submitting important tax documents online can only add to that frustration. However, when you use TaxCaddy, security is the platform’s highest priority. When using TaxCaddy, you will benefit from superior technology, data centers, and infrastructure to meet even the strictest security requirements. We’re using TaxCaddy this year to make your life easier. Below are several precautions taken with your documents:

Infrastructure

TaxCaddy’s software was built with layers of protection across a secure, reliable infrastructure. Using Microsoft Azure cloud services, the platform ensures data security through encrypted communications, threat management, and threat mitigation practices, which includes regular testing. This software also uses Amazon Web Services for secure and reliable storage. Documents and data sent through TaxCaddy are encrypted in transit and at rest using Amazon’s best-in-class Secure Socket Layer and Server-Side Encryption technologies.

Smart Links

Using Smart Links with document retrieval accounts creates a link between TaxCaddy and your financial institution, allowing TaxCaddy to retrieve documents (for example W-2, 1098, or 1099) directly from your financial institution instead of you having to upload your documents yourself. Credentials for TaxCaddy Smart Links accounts are encrypted from the moment the link is created. This ensures no one can see or steal data as it is transmitted to or from your account. No matter what device is used, from desktop browser to mobile phone, data is always sent using 256-bit Secure Socket Layer encryption.

Tax documents are delivered directly to your TaxCaddy account—no other service gets access to the documents, nor are they stored anywhere else. If you choose to delete any of the documents in your account, those documents are permanently deleted—which ensures you maintain complete control of your own tax documents. Finally, you can delete any (or all) of your Smart Links at any time. When a Smart Link is deleted, the encrypted username and password information is deleted immediately.

Passwords and Two-Factor Authentication

To help keep your information safe, TaxCaddy requires a strong password that includes a number, a special character, both uppercase and lowercase letters, and a minimum of 8 characters.

TaxCaddy also uses two-factor authentication to help keep the account secure by prompting you to enter your password and a unique, one-time verification code each time you log in. Although you can select “Don’t ask me for verification again on this computer,” we recommend keeping the two-factor authentication enabled on all devices.

Using TaxCaddy helps keep your tax documents safe and secure throughout tax season. If you have any questions about using TaxCaddy, contact Brinker Simpson or visit our TaxCaddy Resource Center.

Recent Post

Brinker Simpson Welcomes the Next Generation of Accounting Talent

Brinker Simpson Welcomes the Next Generation of Accounting Talent

PA Annual Report Deadline Approaching: File by June 30

PA Annual Report Deadline Approaching: File by June 30

Brinker Simpson Celebrates Ranking in Inquirer's Top Workplaces 2025

Brinker Simpson Celebrates Ranking in Inquirer's Top Workplaces 2025

Subscribe Form

Back to Top

Brinker Simpson & Company, LLC
1400 N Providence Road
Rosetree Building 2, Suite 2000E
Media, PA 19063

Terms & Conditions
 
 
Privacy Policy
 
 
We accept Visa Mastercard American Express and Discover
 
610.544.5900