Email feels convenient. It isn't secure.
Standard email travels across servers you don't control and isn't encrypted end-to-end, which makes it a poor way to send W-2s, bank statements, signed returns or anything with a Social Security number. A single misdirected message can expose sensitive information you can't get back.
Instead of attaching sensitive files to an email, reach out and we'll arrange secure delivery through a method appropriate for your document — whether that's your client portal, a protected upload link, or dropping off a physical copy.
How to send us something securely
- Email tax@ccgcpas.com to let us know what you need to send, and we'll set up a secure way to receive it
- Call our Naples or Ft. Myers office and we'll walk you through the best option for your file
- If you already have client portal credentials, upload documents there instead
When in doubt, call before you click send.