Compliance Resources

Templates and guidance to help your firm meet IRS and regulatory requirements when using Veniara.

IRC Section 7216 — Taxpayer Consent Form

When you use Veniara (or any third-party service) to store or process tax return information, IRC Section 7216 and Revenue Procedure 2008-35 require written consent from your clients. This consent must be obtained before you upload their tax data to the portal.

Required elements of the consent form:

  • Name of the tax return preparer
  • Name of the recipient (Veniara Inc.)
  • Description of the tax return information to be disclosed
  • Purpose of the disclosure (secure storage, document exchange, and electronic communication)
  • Date of the consent
  • Statement that the consent can be revoked

Sample Consent Form (Customize for Your Firm)

CONSENT FOR DISCLOSURE OF TAX RETURN INFORMATION

Pursuant to Internal Revenue Code Section 7216 and Revenue Procedure 2008-35

I, _________________________ (taxpayer name), hereby consent to the disclosure of my tax return information by:

Tax Preparer: [YOUR FIRM NAME]
Address: [YOUR FIRM ADDRESS]

to the following third-party service provider:

Recipient: Veniara Inc.
Service: Secure client portal for document storage, electronic communication, questionnaires, e-signatures, and invoicing

Information to be disclosed: Tax return information including but not limited to: W-2 forms, 1099 forms, financial statements, receipts, prior year tax returns, and other documents necessary for tax preparation services.

Purpose: To facilitate the secure exchange of tax documents and related communications between me and my tax preparer through an encrypted, access-controlled online portal.

Duration: This consent is effective from the date of signature until revoked in writing.

Revocation: I understand that I may revoke this consent at any time by providing written notice to my tax preparer. Revocation will not affect any disclosures made prior to revocation.

Acknowledgment: I understand that my tax return information will be encrypted in transit and at rest, accessible only to authorized personnel at my tax preparer's firm, and subject to Veniara's privacy policy and security practices.

Taxpayer Signature: _________________________ Date: _____________

Taxpayer Printed Name: _________________________

Taxpayer SSN (last 4 digits): ___-__-________

Spouse Signature (if joint return): _________________________ Date: _____________

Important:

This is a sample template. You should have this form reviewed by your own legal counsel before use to ensure it meets your specific compliance requirements. Veniara does not provide legal advice.

Written Information Security Plan (WISP)

IRS Publication 4557 requires tax professionals to have a Written Information Security Plan. When your WISP includes third-party service providers like Veniara, document the following:

  • Service provider name: Veniara Inc.
  • Data stored: Client documents, messages, invoices, questionnaire responses
  • Encryption: AES-256 at rest, TLS 1.3 in transit
  • Access controls: Row-Level Security, per-organization data isolation, MFA support
  • Data residency: United States (AWS infrastructure)
  • Audit logging: All access and modifications are logged with timestamps, actor identity, and IP addresses
  • Incident response: 72-hour breach notification commitment
  • DPA: Data Processing Agreement available upon request

For a complete WISP template, see IRS Publication 4557.

E-Signature Compliance

Veniara's e-signature feature is designed to comply with the ESIGN Act and UETA. Each signature event records:

  • Signer's identity (authenticated via email)
  • Timestamp of signature
  • IP address of the signer
  • Document hash (SHA-256) to verify integrity
  • Consent to electronic signature (captured at signing)

Note on IRS Form 8879: IRS requirements for electronically signed Form 8879 include specific identity verification standards. We recommend consulting your tax software provider and the IRS e-file guidelines for Form 8879-specific requirements, as they may require additional identity verification beyond standard e-signature.