Secure Email for Confidential Information

Secure Email Setup

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To protect your sensitive financial and tax documents, JC Financial Advi$er requires clients to use a secure email account for sending all PDFs and confidential information. Using a secure email ensures your personal data is encrypted, private, and compliant with federal and California privacy laws.

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Why Use Secure Email?

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• Protects your personal and financial information from unauthorized access.

• Keeps your documents safe while communicating with JC Financial Advi$er.

• Ensures compliance with IRS regulations (§7216) and California privacy laws (CCPA).

• Reduces the risk of lost or misdirected attachments.

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How to Create Your Secure Email (ProtonMail)

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1. Click here to create your ProtonMail account: https://proton.me

2. Register using your full name and create a strong password.

3. Your Email Account is ready.

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​​​Tips for Sending Documents

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• Always send documents as password-protected PDFs.

• Send passwords separately, never in the same email as the attachment.

• Keep a copy of all documents for your records.

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Disclaimer

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JC Financial Advi$er is not responsible for any loss, breach, or unauthorized access resulting from:

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• Sending documents to non-secure email accounts.

• Sharing passwords in the same email as the documents.

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By using this secure email process, you acknowledge that you understand and accept your responsibilities for protecting your information.