Frequently Asked Questions about online Private Folders

 

What is a Private Folder?
A private folder is an online, password protected folder that allows for the secure exchange of information between the firm and its individual clients. The exchange of documents, such as drafts of tax returns in private folders is more secure than email. The documents are encrypted for additional security, and there is no chance of accidentally emailing a document to the wrong address.

What information does Fox, Byrd & Company put in my Private Folder?
We will post drafts of your tax returns to the private folder for your review. You may download the drafts, save them to your computer, print them or review them on screen.

What information do I upload to my Private Folder?
You may scan and upload your electronic filing authorization form or any other private documents that need to be transmitted to us. You may also FAX private information to us, but we discourage the use of email for transmitting private information, because of security problems with email.

What are the benefits of using my Private Folder?
Uploading information to your Private Folder is a more secure means of transmission than mail or email.

Is there an example that I can see?
Please refer to the example below. We can also demonstrate the site’s capabilities for you at your request.

How do I access my Private Folder?
Simply contact any member of your service team, and we will happy to set up a private folder for you. There is no charge for this service.