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Security — Latitude Tax Advisors

Your data is safe with us

We take the security of your financial information seriously. Here's exactly how we protect it — and how you can access your documents safely anytime.

Access your secure client portal

All client documents, tax returns, and communications are shared through TaxDome — our bank-level encrypted client portal. Log in anytime to upload documents, view your returns, and message our team securely.

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How we protect you

Our security practices

Your financial information is among the most sensitive data you share with anyone. We treat it that way — with the same care and diligence we bring to every part of our work.

Encrypted file sharing

All documents are shared through TaxDome's encrypted portal — never via email attachment or unsecured channels.

Bank-level encryption

TaxDome uses 256-bit SSL encryption — the same standard used by major financial institutions — to protect your data at rest and in transit.

SOC 2 compliant platform

TaxDome is SOC 2 Type II certified, meaning it meets rigorous third-party standards for security, availability, and confidentiality.

Limited data collection

We only collect the information required to provide our services and comply with legal obligations. We never sell your data — ever.

Secure internal practices

Our team follows strict internal protocols for handling client information, including access controls and secure workstation policies.

Client portal

Why we use TaxDome

We chose TaxDome because it gives our clients a safe, simple way to share documents and stay connected with our team — without the risk that comes with email or paper.

Bank-level security for your most sensitive documents

TaxDome is a leading client portal platform built specifically for tax and accounting firms. It combines enterprise-grade security with an easy-to-use interface so your experience is both safe and seamless.

256-bit SSL encryption SOC 2 Type II certified Two-factor authentication Secure messaging E-signatures
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Privacy

How we handle your information

We collect only what's necessary to serve you well and meet our legal obligations. Here's what that means in practice:

  • We collect personal and financial information necessary to prepare your tax returns, provide accounting services, and fulfill our professional obligations.
  • Your information is never sold, rented, or shared with third parties for marketing purposes — period.
  • We may share information with third-party service providers (such as TaxDome) only as needed to deliver our services, and only with providers who meet our security standards.
  • We retain client records in accordance with IRS guidelines and applicable Colorado state regulations.
  • You have the right to request access to, correction of, or deletion of your personal information at any time by contacting our office directly.
  • If you have any questions about how your data is handled, we're always happy to talk — just reach out.
Common questions

Security & portal FAQs

Email is not a secure channel for transmitting sensitive financial or tax information. TaxDome provides end-to-end encrypted communication and document sharing, dramatically reducing the risk of unauthorized interception or access.
TaxDome stores client data on secure, U.S.-based cloud servers with redundant backups to protect against data loss.
Only the members of our team assigned to your account have access to your files. We maintain strict internal access controls and audit logs.
You may reset your password directly from the portal login page using your registered email address. If you encounter any difficulty, please contact our office and we will assist you.
Yes. TaxDome is designed with compliance in mind and supports adherence to applicable data privacy regulations, including requirements relevant to financial and tax service providers.

Questions about your security?

We're always happy to walk you through how we protect your information. Just reach out.

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