Secure Document Exchange
Controlled channels for exchanging client documents and workpapers.
Security & Confidentiality
Your Client Remains Your Client.
United's model is built around confidentiality, controlled access, secure document exchange, defined responsibilities and appropriate information-handling procedures.
United Tax AdvisorsDirector-Led Delivery for CPA Firms
Key Areas
Controlled System Access
Access granted within the firm's systems on a need-to-use basis.
Role-Based Permissions
Permissions aligned to each resource's role and responsibilities.
Confidentiality Procedures
Confidentiality expectations defined across the delivery relationship.
White-Label Delivery
Work delivered behind the CPA firm's brand and client relationship.
Access Management
Provisioning and de-provisioning of access as engagements change.
Document-Handling Standards
Consistent handling standards for sensitive information.
IRC Section 7216 Considerations
Section 7216 considerations addressed where applicable.
Established During Onboarding
Specific security, access and Section 7216 requirements are established during engagement onboarding, aligned to each CPA firm's policies and obligations.
Your Client Remains Your Client.
Security, access and Section 7216 requirements are established during onboarding, aligned to your firm's policies and obligations.
