Data Security
How your information is handled
A high-level summary of the Watson Advisory Services approach to data security, document handling, and client communication.
Security approach
Practical, professional, and straightforward
Client security is taken seriously. The approach is built around professional tools and direct handling — not complex systems that create more confusion than protection.
- Professional tax software portal (MyTAXPrepOffice) for all document exchange and e-signatures
- Sensitive client documents are not exchanged via unencrypted email
- Access to client information is restricted and directly managed
- Portal-based document handling is the standard for all tax workflows
- Ongoing review of data handling and operational practices
Client communication
New tax clients are encouraged to start with a quote request — this avoids sharing sensitive information before scope and pricing are confirmed. Once confirmed, the secure portal is used for all documents, questions, review, and signatures.
Questions?
This is a public-facing summary, not the full internal documentation. If you have specific questions about how your information is handled, ask directly.