Kenner Accounting Fulfillment Policy and Document Security

Fulfillment Policy for Kenner Accounting

Overview: Kenner Accounting, a Certified Public Accounting firm licensed in California by the California Board of Accountancy. We specialize in tax return preparation, tax planning, bookkeeping, and advisory services. We are dedicated to providing high-quality services compliant with SOC 2 encryption standards and ensuring client confidentiality at all times.

Order Processing: The average turnaround time for tax return preparation is approximately two weeks, depending on the complexity of the return and our current workload. During peak times, such as March, this may extend up to three weeks. Clients will be notified of the expected timeline upon order placement.

Delivery of Services: Upon completion and payment of the tax preparation fee, clients will receive a digital copy of their tax return in PDF format via SafeSend Returns. This system not only delivers tax returns but also facilitates easy IRS and state tax payments. Please note that during the IRS e-file blackout period (end of November to end of January), only paper copies of tax returns are delivered, which require wet signatures and are mailed to the IRS and state agencies.

Refund and Cancellation Policy:

  • Cancellations must be made before tax preparation work begins. Once preparation has started, the tax preparation fee remains due even if the client opts not to file the return.
  • In the event of an error on your tax return that results in a tax notice from the IRS or state agencies, Kenner Accounting will address the issue at no additional cost unless the error stems from incorrect information provided by the client. In such cases, services to correct the error will be billed at our standard hourly rate.

Customer Support: For any inquiries or issues, please contact us via email at raykenner@gmail.com. Additionally, clients can schedule phone or Zoom consultations through the Calendly link available in our email signature.

Payment Methods: We accept payments via credit card, bank transfers, and checks, although electronic payments through Stripe and QuickBooks are preferred.

Legal Compliance: As a licensed CPA in California with the capability to file tax returns in all U.S. states, we are committed to maintaining the confidentiality and security of client data. Our third-party software providers are fully compliant with necessary encryption and firewall protections and do not use client data for any purposes other than those explicitly contracted by Kenner Accounting. Please See the section below on Document Security for more information.

Special Conditions: Please be aware of the IRS e-file system’s annual maintenance blackout, during which Kenner Accounting will only be able to paper file tax returns as the e-file system is down during the black out period. Clients are advised to plan accordingly to avoid delays.

Document Security

At Kenner Accounting, safeguarding client information is paramount. We utilize two leading software systems, SafeSend Returns and CCH Axcess, to ensure the highest level of security for your documents.

Summary of Our Software Solutions:

At Kenner Accounting, we utilize CCH Axcess as our trusted software for tax preparation and document storage. It is integral to our daily operations, helping us manage and store all client documents securely and efficiently. For digital organizers, document transfers, and the delivery of tax returns, we rely on SafeSend Returns. This system ensures seamless and secure communication between our firm and our clients, facilitating easy document exchanges and streamlined tax return deliveries. Together, these technologies allow us to provide superior service while maintaining the highest standards of data security and client confidentiality.

 

SafeSend Returns Security Features:

  • Cloud-Hosted Servers: All SafeSend Returns servers are hosted on Microsoft Azure servers in the United States, benefiting from advanced firewalls and intrusion detection technologies.
  • Web Application Firewall: SafeSend Returns websites are protected by a robust web application firewall and utilize 2048-bit SSL encryption for all data in transit.
  • Data Backup: Daily backups are performed automatically by Microsoft Azure, with data encrypted during the process and backup media physically secured.
  • Data Encryption: All data is fully encrypted during transmission using SHA256 certificates under TLS 1.2 encryption standards.
  • Penetration Testing: Annual penetration tests are conducted to identify and mitigate potential vulnerabilities.
  • SOC 2 Compliance: SafeSend undergoes an annual Type 1 SOC 2 examination to ensure compliance with the AICPA Trust Services Principles.
  • Malware Protection: We perform basic virus/malware scans on all files uploaded, with measures to prevent downloads of known malicious files.

CCH Axcess Security Features:

  • Secure Cloud Storage: CCH Axcess Document is hosted on Wolters Kluwer’s secure servers, providing password-protected access and SSL encryption for all documents.
  • Automated Document Retention: Enables consistent firm-wide retention policies, reducing risk and ensuring compliance with regulatory standards.
  • Version Control and Collaboration: Ensures all team members have access to the most current document versions, enhancing both security and collaboration.
  • Automatic Virus Scans and Firewalls: Files are scanned for viruses prior to storage and are protected by rigorous firewall settings to prevent unauthorized access.
  • Disaster Preparedness: Electronic files are backed up off-site, ready for access in the event of a disaster, ensuring business continuity.
Client Portal
Client Portal