Securing Tax advice information
Using Safeguard PDF Security to secure sensitive & confidential tax information
The introduction of Internet services has allowed tax advisers to expand their reach to market and shorten the time needed to update advice as taxation rules change. Tax advice is no longer just for the corporate world (although most of the transactions take place there), it also services individually wealthy clients who require tailored advice for their own situations.
Critical features of tax advice are that the Adviser does not want their general advice to be passed on and no party wants tailored advice to be readily accessible by anyone else because it inevitably contains highly sensitive information.
For the tax adviser, the Locklizard solution of PDF DRM is ideal. It can be set up quickly and implemented by clients to work with the format they are most comfortable with. Confidential documents can be put on tablets, taken to meetings or studied on the plane without having to worry that they might be intercepted or stolen. Documents can be published to USB sticks so they can be viewed offline and without the user having to install any Viewer software.
Individually protected documents can be assigned to specific clients, and locked to the client’s machine so they cannot be shared. And if you consider each client to be a ‘publication’ then you can issue new or updated protected PDF documents to that publication and they are immediately accessible and your client always has immediate access to their latest information. Old or incorrect information can be revoked, and documents set to expire when a certain date has been reached or a number or views/prints has been made.