Secure Cloud Storage 24/7
Why send your financial info over email when you can upload it to a secure environment for your financial advisor and CPA to access?
With our secure, proprietary technology, your files and messages stay protected from unauthorized access and accidental loss. This means:
- Your info stays secure when you pass your tax return data back and forth to us.
- You can get your tax return and processing done at any time. You’ll add your data as you get it and store it until you need it.
- You enjoy a history of secure filing. Your info is saved for 37 years.
Housed in a highly secure (SSae16) facility, Paragon Secure Could makes sure your stored info remains compliant with the latest laws and regulations. Our cloud technology adheres to the following standards:
- Sarbanes-Oxley compliant
- 100% regulatory compliant
- IRS-IRB 145
- Exceeds NAIC / FINRA requirements
- Gramm-Leach-Bliley compliant
- HIPAA compliant
- Suitability
- IRS circular 230 compliant
Safeguard your info
Rest assured your personal info stays safe and protected with our advanced technology tools – Paragon Secure Cloud and eMoney. Have questions? Feel free to contact us.