Ullmann & Company, PC
Changes to our Electronic Delivery Process

Individual and business identification theft continues to grow in number of incidents and sophistication.  Our responsibility to secure sensitive information continues to be our most critical concern.  In order to provide optimal security, we have made changes to our electronic delivery processes for materials that contain identification and other sensitive information. We believe that in light of continued national concerns related to the protection of this information, this additional level of security is important.  We appreciate your confidence in us.

In 2016, each of our clients will be provided a secure login to our online client portal.  All future transmissions of documentation that contain personal or business identification information, or that we believe is sensitive in nature, will be uploaded to this secure client portal for client access. 

In addition, in 2016 we will deliver electronically filed income tax return documentation through this secure client portal.  You will continue to receive E-file email instructions associated with filing of your returns but documentation will be accessed through the portal.  Within this email, you will receive the applicable log in information you will need to facilitate delivery. 

If your login information is needed in advance, please call our office and we will provide you with access information.  For example, if you request an electronic copy of your prior year paper filed federal income tax return, we will upload a copy to the secure client portal and provide you access so you may obtain this information prior to the completion of your 2015 income tax filings. 

Please note that at this time, the secure client portal is being designed to act as a temporary storage facility to allow for the transmission of materials during a limited time period.  It is not intended to retain documentation for extended periods of time. 

Of course we are just a phone call away if you experience any difficulties with our new procedures.  We have developed these procedures with ease of transition in mind, and remain committed to seamlessly meeting your needs.

Return to Financial Update

January 22, 2016

Business Tip of the Month
Financial Tip of the Month
Tax Tip of the Week
Fraud Alert


Ullmann & Company, P.C.
4647 N. 32nd Street
Suite 220
Phoenix, AZ 85018
(602) 224-0166
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