---
title: "Client Portal Security | Wallace CPA"
description: "How to send documents to Wallace CPA, PLLC safely: the password-protected client portal, SecureSend, and what never to send by email."
url: https://wallacecpa.multisites.ai/security
publisher: Wallace CPA
phone: +1-877-682-1171
quote: https://wallacecpa.multisites.ai/contact
---

Policies

# Client portal security

How to share tax and financial documents with the firm safely.

## Use the portal, not email

The firm's client portal is password-protected and hosted by its portal provider at securefirmportal.com. Clients use it to store and exchange documents. Without an account, use [Send a file](https://wallacecpa.multisites.ai/send-a-file), which uploads straight to a member of the firm.

## Keep your login safe

-   Before you type your password, check that the address bar shows securefirmportal.com.
-   Use a password you do not use anywhere else, and do not share it.
-   Log out when you use a shared computer.
-   Forgot your password? Use the reset link on the [client portal page](https://wallacecpa.multisites.ai/client-portal).

## What not to send by email or the message form

Social Security numbers, bank and card numbers, tax returns and IRS letters. Send those through the portal or Send a file.

## Messages that claim to be the IRS

Scammers pretend to be the IRS by phone, email and text. The IRS explains how to spot them on its page [Recognize tax scams and fraud](https://www.irs.gov/help/tax-scams/recognize-tax-scams-and-fraud). If a message worries you, call [(877) 682-1171](tel:+1-877-682-1171) before you reply to it.

Questions about the portal provider's security measures: ask the office. This page describes how to use the portal safely; it is not a description of the provider's systems.