CPA Firms Law Offices Financial Advisors

Email Encryption for Greenville Firms That Handle Sensitive Data

Q: Is my firm actually required to encrypt email?

CPA & accounting firms: Yes. The FTC Safeguards Rule under GLBA classifies CPA firms as financial institutions, requiring encryption of customer information in transit. Penalties reach $46,517 per violation per day. Law firms: ABA Model Rule 1.6(c) requires reasonable efforts to prevent unauthorized disclosure. ABA Formal Opinion 477R specifically addresses email. Financial advisors: Yes. SEC, FINRA, and GLBA all impose data protection obligations including encryption.

Q: Will my staff actually use this?

That's the reason we chose this solution. The entire process is wrapping the subject line in brackets. No plugins, no logins, no training sessions. CloudFilter's outbound content rules add a safety net for the times someone forgets.

Q: Will my clients have trouble reading encrypted messages?

No. Recipients click a secure link, verify via their own inbox — no account to create, no password to manage — and view the message and attachments. It's designed for zero friction on the receiving end.

Q: Can clients send us documents securely?

Yes. Every user gets a personalized Bracket Share link. Clients click it, upload files (up to 1 GB), and documents are encrypted and delivered securely. No account needed.

Q: Is this just encryption, or does it include email security?

Both. Bracket handles outbound encryption. CloudFilter handles inbound security — filtering spam, phishing, malware, and impersonation attacks. CloudFilter's outbound rules also provide data loss prevention by detecting PII patterns.

Q: How is this different from Microsoft 365 encryption?

Microsoft 365 Message Encryption exists but has significant limitations for professional services. Recipients often need a Microsoft account or one-time passcode. There's no secure file upload feature. And there's no outbound content scanning safety net. Bracket provides better recipient usability, large file support, Bracket Share, and CloudFilter integration.

Q: Does this satisfy cyber insurance encryption requirements?

Bracket provides AES-256 encryption with documented delivery confirmation, which meets email encryption requirements on standard cyber insurance applications. We can provide documentation for your carrier.

Q: Ready to secure your firm's email?

We handle the setup, configuration, and ongoing management. Your team sends email — we make sure it's encrypted. Contact us to get started.

Meet compliance without adding complexity to your workflow. AES-256 encryption with automatic key rotation.

Get Started (864) 335-9223

$46,517

Max FTC Penalty/Day

91%

Of Attacks Start with Email

< 2 min

Per-User Setup Time

AES-256

Encryption Standard

Who Needs Email Encryption?

If your firm handles sensitive client data, encryption isn't optional. Here's what regulators require for each industry.

CPA & Accounting Firms

FTC Safeguards Rule / GLBA

Tax returns, SSNs, W-2s, K-1s, bank/routing numbers, financial statements, payroll.

Penalties up to $46,517/day.

Law Firms

ABA Rule 1.6 / Ethics Opinions

Privileged communications, settlement/contract docs, client financial records.

Disciplinary & malpractice risk.

Financial Advisors

SEC / FINRA / GLBA

Account statements, portfolios, SSNs, identity docs, trade confirmations.

Regulatory & fiduciary liability.

The Solution: Bracket + CloudFilter

Bracket by Mailprotector for encryption, CloudFilter for inbound security and outbound content protection.

Sending Is Simple

Wrap the subject line in brackets. No plugins, no apps, any email client.

Subject: [Your Tax Return Documents]

What Clients Experience

Branded notification email
Click secure link, verify via inbox
No account or password needed
Reply securely from the same thread

Bracket Share

Personalized secure upload link for each user. Clients upload files up to 1 GB with up to 25 attachments — encrypted and delivered securely. No account needed.

Safety Net

CloudFilter outbound content rules detect SSN, credit card, and EIN/TIN patterns automatically. Flags or holds unencrypted messages containing PII, even when someone forgets to use brackets.

Security Under the Hood

Enterprise-grade encryption with zero friction for senders and recipients.

AES-256 Encryption

Distributed multi-layer key architecture with automatic key rotation.

Passwordless Authentication

Inbox verification, device fingerprinting, geolocation, single-use 15-min links.

Open Notifications

Sender confirmation when recipient opens, proof of delivery.

Subject Line Protection

Optional — hides subject in notification previews for extra privacy.

Ephemeral Storage

Auto-expire after 1 year (configurable), archive journal integration available.

Personal Data Key

Optional — only the user holds the decryption key for maximum privacy.

Compliance Alignment

How Bracket and CloudFilter address the specific regulatory requirements your firm faces.

Encrypt data in transit (GLBA, ABA 1.6(c), SEC)

AES-256 on all Bracket messages, encrypted in transit and at rest.

Data loss prevention (FTC Safeguards Rule)

CloudFilter outbound rules detect SSN, credit card, TIN patterns.

Access controls (FTC Safeguards, ABA 477R)

Passwordless inbox auth, device fingerprinting, geolocation, single-use links.

Reasonable security measures (ABA Rule 1.6(c))

AES-256, delivery confirmation, secure file transfer, content safety net.

Monitoring and logging (FTC Safeguards, FINRA)

Open notifications, CloudFilter logs all message activity.

Secure data disposal (FTC Safeguards Rule)

Messages auto-expire, no permanent PII stored.

Service provider oversight (FTC Safeguards Rule)

Managed by PremierePC Technology Group.

Getting Started

We handle the setup so your team can focus on clients, not configuration.

We configure it

Bracket licenses, CloudFilter, outbound rules, M365 integration.

Your team activates

Welcome email, less than 2 minutes setup per person.

Quick reference provided

One-page guide for sending and receiving encrypted email.

Email signatures updated

Secure upload link added to every signature.

Ongoing management

We monitor, tune rules, and handle support.

Frequently Asked Questions

Is my firm actually required to encrypt email?