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We are using TaxCaddy to collaborate on many of our 2022 Individual Income Tax returns. If you were selected to use TaxCaddy for your 2022 Individual Income Tax return collaboration method, you will have already received an invite. Please reach out to us if you would like to receive an invite. 
We continue to use NetClient as a collaboration tool. Your prior login credentials will continue to work there.


All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.