Data Security
How taxpayer data is protected here.
Secure document portal
Sensitive tax documents are transmitted through a secure client portal rather than ordinary email. If you are ever asked to email a W-2 or Social Security number, stop and call us — that request did not come from us.
Multi-factor authentication
Accounts containing sensitive information are protected using MFA where available, adding a second barrier beyond a password.
Controlled access
Client information is accessible only when necessary to provide services. Access is limited, deliberate, and reviewed.
Written Information Security Plan
Steele Industries maintains written procedures designed to protect taxpayer information — the WISP the IRS requires of tax professionals — covering safeguards such as MFA, firewalls, backups and encryption.