Ensuring the security and privacy of documents and data is of utmost importance to our business. We maintain industry-leading safeguards to provide the highest level of assurance regarding data security.

Our software operates on servers hosted in an extremely secure data center, subject to round-the-clock monitoring. All communication between your computers and our servers is fortified with the same encryption technology utilized in electronic filing and electronic banking. This communication is encrypted and authenticated using robust protocols (TLS 1.2), a secure key exchange (ECDHE_RSA with P-256), and a strong cipher (AES_128_GCM). We employ a DigiCert SSL Certificate and server-gated cryptography to ensure the robust encryption of all data exchanged with our application services.

We want to emphasize that we will never contact or solicit your clients for any reason, nor will we ever sell or rent any information from their source documents. All your data is securely stored within the United States and is inaccessible to any entity or computer outside of the country.

As outlined in our Privacy Statement, client records may only be accessed for specific purposes, including resolving issues, addressing support concerns, ensuring quality, investigating suspected violations of SimpliFlow's User Agreement, or as mandated by law. The employees authorized to access this data have undergone extensive background checks, work within secure areas in our U.S. offices (accessible only via secure passkeys), adhere to strict confidentiality agreements, and are fully insured.

SimpliFlow products also adhere to IRC Section 7216 compliance. Tax professionals using SimpliFlow products for return preparation are not required to obtain written consent from clients to use or disclose tax data. This is because SimpliFlow services are classified as tax preparer-to-tax preparer disclosures, as described in Treasury Regulations Section 301.7216-2(d)(1). This is made possible by the fact that all SimpliFlow service providers are situated within the United States, and SimpliFlow Populate offers auxiliary services in connection with tax return preparation that do not involve substantive determinations or advice affecting taxpayers' reported tax liability.

We trust that this information instills confidence in our commitment to managing sensitive data with the utmost care and integrity.

Yes. Tax Professionals using SimpliFlow products in the preparation of a return are not required to have clients sign a written consent to use or disclose tax data. The use of the SimpliFlow products is permitted as a tax preparer to tax preparer disclosure described in Treasury Regulations Section 301.7216-2(d)(1) since all of SimpliFlow service providers are located in the United States and SimpliFlow is an auxiliary service in connection with the preparation of tax returns that does not provide substantive determinations or advice affecting the tax liability reported by taxpayers.

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Your SaaS agreement is effective for the current tax year. You will receive renewal communications between September 1st – 30th of every year to extend your agreement

Yes, you can upload Word, Excel, and PDF files into SecureFilePro or on the Website. Additionally, when your clients receive paper documents they can use the SimpliFlow app for iPhone and Android to photo-scan and upload the documents as PDF (Application will be released in summer of 2024).

SimpliFlow technology enhances your profit margin through two key mechanisms: time savings and leverage. Through the automation of manual and repetitive tasks, your firm reduces the number of billable hours required for each return. Additionally, the concept of leverage involves reallocating labor resources in a more cost-effective manner, such as shifting responsibilities from reviewers to preparers. Our solutions are specifically crafted to streamline processes, save time, and maximize leverage, ultimately contributing to your increased profitability.

During your ROI consultation, a SimpliFlow expert will:

• Generate custom projections in our ROI calculator
• Discuss SimpliFlow pricing options
• Demonstrate exactly how SimpliFlow products save you time, increase leverage, and ultimately increase profit margins
• Answer any and all questions you have about SimpliFlow’s solutions, implementation process, or customer resources
• After you submit the form, someone will be in touch within 1 business day (usually 1 business hour) to schedule your consultation.

You will receive an email from SimpliFlow Customer Support with a calendar link that you can use to schedule your installation. Please save this email and reply to it if you experience any issues after installation. SimpliFlow’s customer support software will automatically CC your Account Executive on this thread.

You will receive an email that includes next steps and detailed onboarding instructions, including the Onboarding Training Timeline and a SimpliFlow Advocate Questionnaire.

Please complete the Questionnaire at your earliest convenience and return it in the original Excel format. Along with your Questionnaire, please provide your availability for the Kickoff Meeting. The Client Success Project Coordinator will schedule the Kickoff Meeting with your Advocate Team.

Unlimited e-mail, live chat, telephone, and GoToMeeting support is provided free of charge to all current customers. Customers can contact our support department in the SimpliFlow Help Center

Yes, you are always in control. Your firm maintains the original copies of your clients’ records plus you can access the electronic files anywhere you have an internet connection to see the status of each return. Once the return is complete, it is securely transmitted to you in a file format compatible with your tax software. If necessary, the return can easily be modified online by your staff or your SimpliFlow team.

Client tax information is electronically shared on secure SimpliFlow servers utilizing the latest data encryption technology. SimpliFlow servers are located in redundant SSAE 16 certified Internet Data Centers located in the continental US. All information is maintained online and a log entry is automatically generated each time it is accessed. In addition, SimpliFlow accountants are bound by comprehensive non-disclosure agreements that require complete confidentiality. For additional information please visit the Security page.