April 26, 2016


SecureDock for CPA'sAs a CPA, you prepare tax returns, financial statements and other documents containing confidential business and personal data.

SecureDock solutions provide CPAs with a trusted way to transfer files securely, minimizing the reliance on standard email, USB drives or insecure third party sharing programs, which can create security risks, and may not follow the correct industry regulations. Additionally, clients love the simple platform.

SecureDock is dedicated to helping CPAs reduce their risk, and better serve and retain their clients. Our platforms are all branded directly to the CPA firm assisting client prospecting and retention.




With the new exposures you and your clients face, you should be asking yourself the following two questions:

Is the confidential information I transmit back and forth with my clients vulnerable to prying eyes?

Do I currently have a way to securely store, organize, access and distribute the essential documents that are sent to me?



To help CPA Firms better support their clients, SecureDock has developed two platforms:



TED Express

Protects how mortgage brokers send and receive sensitive files

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Client Virtual Safe

Secures the storage of your client’s sensitive files

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Advisor Benefits

Reduced exposure
Branding and differentiation
Bank Level Security

Client Benefits

Identity Theft protection
User-friendly platform
Critical Document Protection
No Software installation required




At SecureDock, protection of your information is paramount.

SecureDock protects all essential personal and private information with:

Financial Institution Level Security
Highest level of encryption – at rest and distribution (AES 256)
Top international hosting facility – only certified data specialists on data floor

External Network Security Vulnerability Assessment report on file for review – completed every 24 months


See Secure-Dock.com/security for more details




For pricing information, technical support, or to schedule your live demo today, call us at

(949) 387-5400


email us at



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