03/11/2026
I received this email this morning from a client. My client did not send this to me. The client’s email was hacked. You may wonder what made it obvious to me. First, the client had already submitted documents via the portal. The client has never sent info in this manner before & I couldn’t see a reason that the client would send me a document that was too big to attach to an email. I only do a fairly simpke tax return for this client.
This is why I have moved to a secure portal for clients to submit tax & bookkeeping documents. I ask my clients not to email anything with social security numbers, bank account info or any other sensitive information included or attached. I’m still amazed at how many people email me sensitive information even AFTER I have told them not to because it isn’t secure.