Use the client portal and secure upload workflow for tax records. Public forms are intentionally limited to non-sensitive intake information.
Client Protection
Security is part of the tax workflow—not an afterthought.
FirstLedger Tax uses structured intake, authenticated client access, encrypted document storage, and professional review boundaries to help protect sensitive taxpayer information.
Data SecuritySecure channels Encrypted documents Access controls Professional review
Practical safeguards for client information.
Portal uploads are encrypted before storage and served through authenticated access controls.
Client and staff access is authenticated and role-restricted within the current portal environment.
Technology supports organization, calculations, and workflow. Final tax positions and filing decisions require professional review.
Do not submit through public forms: full Social Security numbers, full EINs, bank account information, passwords, identity documents, or complete tax records.
Tax platform boundary
FirstLedger Tax is being developed as the authoritative preparation, calculation, workpaper, review, and completed-return environment. Supported professional tax software may be used downstream as an optional filing/export destination where a reliable supported integration exists.