Protecting your information throughout the process.
ARBSTAX uses separate systems for general inquiries, payments and secure client document exchange. This page explains the appropriate channel for each type of information.
General inquiries
Use the website inquiry form only for a brief description of the assistance you need. Do not include Social Security numbers, bank-account numbers, passwords or tax documents.
Secure client portal
Clients receive a Canopy invitation by email. Use the secure portal for requested records, document exchange, engagement materials and client communications requiring protected information.
Payments
Online subscription payments are completed on Stripe’s hosted checkout page. ARBSTAX does not ask clients to provide complete payment-card information through its inquiry form or ordinary email.
Account protection
Use a unique password for your portal account and enable available account-security features. ARBSTAX will never ask for your Canopy or email password.
Email awareness
Review unexpected messages carefully before opening attachments or sharing information. If a request appears unusual, contact ARBSTAX through information already published on this website.
Questions or concerns
Contact info@arbstax.com if you are unsure how to submit information or believe a communication may not be legitimate.
No online system can be guaranteed completely secure. Clients should follow the submission instructions provided for their engagement and promptly report suspected unauthorized access.
Need to send documents?
Wait for your secure Canopy invitation or contact ARBSTAX for the correct submission method. Do not attach sensitive records to a general inquiry.
Contact ARBSTAX