We collect nonpublic, personal information about you from the following sources:
- Applications, tax organizers, worksheets and other documents
- Your transactions with us, our affiliates or others
- Consumer-reporting agencies
We do not disclose any nonpublic, personal information about our clients or former clients to anyone, except as permitted by law.
We restrict access to nonpublic, personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Online information of any personal or confidential nature is stored in Citrix Sharefile SOC 2 and SSAE 16 audited secure datacenters.