Watson & Associates employs a secure, cloud-based file sharing technology called SecuriSync to facilitate the exchange of confidential tax and financial information. This capability is available to clients at no cost and should always be used to share files electronically. E-mail and texting is not a secure method for sharing information.
For New Users
- You’ll receive an e-mail invitation to create a personal SecuriSync account.
- Your account is for your use only and gives you access to a secure folder that is shared only with you and your tax preparer or advisor.
- You can use your computer (Windows/Mac) or your mobile device (iOS/Android) with SecuriSync. App Store links can be found at the bottom of this page.
- Click this SecuriSync How-To (or the link provided in your Welcome email) for additional details.
- Never share your password with anyone!