faxing for financial advisors

YoungRhett

Hello! I work as a financial advisor and regularly send sensitive client reports and tax documents. I’m trying to understand whether online fax offers real security advantages over email and what practices can ensure compliance with financial regulations.

HendersonGia

Hello! I found clarification in this article https://www.itsecurityguru.org/2025/01/22/is-online-fax-secure-everything-you-need-to-know/ It explains that online fax typically encrypts documents during transfer and storage, restricts access, and provides delivery logs. For financial advisors, these features help maintain confidentiality and support audit requirements. The article also recommends using strong passwords and reviewing account activity regularly. Still, the security benefits depend on both the provider and internal handling of documents.