Electronic Communications Policy

Electronic Communications Policy

Cornerstone Tax & Accounting Solutions, P.C.

To improve efficiency and client service, Cornerstone Tax & Accounting Solutions, P.C. communicates electronically using email, secure client portals, electronic signatures, and electronic document exchange.

Security

While we use commercially reasonable safeguards, encryption where appropriate, antivirus protection, and secure systems, no method of electronic transmission can be guaranteed to be completely secure.

Client Consent

By engaging our services and communicating electronically, clients consent to receiving communications through electronic means unless they request another method in writing.

Sensitive Information

Clients are encouraged to use our secure client portal whenever possible for transmitting tax returns, financial statements, Social Security numbers, and other confidential information.

Electronic Signatures

Electronic signatures are accepted where permitted by law and carry the same legal effect as handwritten signatures.

Response Times

Email should not be relied upon for emergencies or urgent deadlines. Clients remain responsible for ensuring documents are submitted in sufficient time to meet filing or reporting deadlines.

Accuracy

Clients should promptly review all electronically delivered documents and notify us immediately of any errors or discrepancies.