Why Can’t I Email You My Tax Documents?

At Greenback, your privacy and security are top priorities. That’s why we do not accept tax documents by email.

Email is not a secure method for sharing sensitive financial data. In today’s world of rising identity theft and data breaches, it’s critical to protect your personal information—especially when it involves Social Security numbers, income details, and financial records.

Instead, we provide all clients with access to a secure online data portal, protected by 256-bit encryption—the same level of security used by most major banks. This platform makes it easy and safe to upload documents, review your return, and communicate with your accountant.

Here’s how it works:

• Your information is only accessible to your assigned accountant.
• You’ll receive a secure link to upload your documents and complete your tax questionnaire.
• Once your return is ready, you’ll review and approve it through the same secure portal.
• Our Customer Champions are available to help if you need assistance accessing your files or using the portal.

To get started or log in to the portal, visit our Secure Portal page.