Secure Email for Confidential Information

Secure Email Setup

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.

Why Use Secure Email?

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.

How to Create Your Secure Email (ProtonMail)

Click here to create your ProtonMail account: https://proton.me
Register using your full name and create a strong password.
Your Email Account is ready.

Tips for Sending Documents

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.

Disclaimer

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

Sending documents to non-secure email accounts.
Sharing passwords in the same email as the documents.

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

Send Secure Email