SECURITY

Security is paramount at Financial Evolutions, LLC.  Therefore, we have chosen the best possible third party providers to help keep your personal information and sensitive documents as safe as possible.  Portal access for all clients is provided by Onehub and e-signing of tax forms is provided through industry leader DocuSign.

Per Onehub.com:

With Onehub’s data storage and backup features, your data is safe from physical or infrastructure failures. Your data is stored and backed up across multiple devices and multiple facilities. Our system regularly checks the data for integrity and, if any flaws are found, repairs are implemented automatically.

  • BANK-LEVEL SECURITY

    Onehub uses the same 256-bit encryption and physical security policies as banks. We employ multiple methods of keeping your data secure both in transit and at rest. Using SSL, every communication is sent over a secure, encrypted connection. Additionally, data is always stored encrypted when at rest. Our service is monitored 24/7, and our practices are verified by VeriSign.

  • ENCRYPTED BACKUPS

    Onehub automatically creates encrypted backups of your data using 256-bit encryption. With multiple redundancies and regular integrity assessments using checksums, if any flaws are found, the system automatically repairs them using redundant data.

  • ALWAYS COMPLIANT

    Onehub maintains security protocols in place for organizations to remain HIPAA compliant. Through our relationship with Amazon Web Services, Onehub data is stored with SSAE 16 certification and PCI DSS Level 1. Additionally, we encrypt data in transit and at rest, enable a complete audit trail, and provide granular role-based permissions.

 

Per DocuSign.com:  (Please read details at the links below)

DocuSign’s security and operations deliver:

 

PRIVACY

Our Privacy Policy complies with the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

If you have any questions about this policy, please do not hesitate to contact us.

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