Securely Share Client Tax Data & Simplify Compliance
Encrypted Email & File Sharing for CPAs and Tax Preparers.
Affordable. Easy-to-use. Compliant
Meet IRS, FTC and Gramm-Leach-Bliley (GLB) Data Security Requirements with PreVeil
Small and independent Tax Professionals face a daunting challenge: safeguarding client data while navigating complex compliance regulations. PreVeil offers a comprehensive solution tailored to these needs while ensuring security, affordability and simplicity.
Compliance Assurance
Rest assured knowing PreVeil exceeds IRS, FTC and GLB Act requirements, keeping your practice compliant and protected.
Low Cost
Low-cost, all-inclusive license for both secure email and files. Free accounts for clients and others.
Easy to Use
Easy to learn. Simplest way for tax professionals to send and receive data.
Exceptional Security
End-to-end encryption ensures the highest level of security. Only the sender and recipient can access the data and no one else.
Granular Access
Maintain control over who can access your organization’s sensitive information with customizable permissions.
Get to Know the PreVeil Platform
PreVeil Drive
Encrypt, store and share files containing client tax data while using granular access to control permissions. Shared data can even be revoked to mitigate 3rd party risk. Works with Explorer, Mac Finder and on browsers. Impervious to costly ransomware attacks.
PreVeil Email
Enables firms and their clients to send and receive end-to-end encrypted messages using their existing email address. Seamlessly integrates with Outlook, Gmail, and Apple Mail. Offers strong protection against phishing scams since you can restrict communication only to authorized users.
Access from Anywhere
PreVeil Email and Drive are also available as a free encrypted app on iOS and Android phones and tablets.
Communicate with 3rd Parties for Free
Clients and other third parties can create PreVeil Express accounts for free, resulting in 75% savings compared to those from large providers.
Why Tax Professionals Choose PreVeil
Affordable and Simple to Deploy
Low cost platform can be deployed alongside an organization’s existing IT without any impact to those systems. PreVeil’s support team can help set up an organization and train users in an hour.
Protect Client Data
Ensure the confidentiality, integrity and availability of client data and protect against threats to the security of the information.
Data Breach Notification and Recovery Benefits
Data stored within PreVeil is always encrypted and thus indecipherable to hackers which ensures organizations save significant expense and reputation damage if breaches occur.
Futureproof Compliance
Stay ahead of evolving regulations with PreVeil’s industry-leading compliance certifications including FedRAMP Moderate Equivalent, FIPS 140-2 encryption, SOC-2, support for NIST 800-171
4 Years in a Row
Award Winning Platform
Recognized by PC Magazine as the Editors’ Choice for Best Encrypted Email and File Sharing system.
