Knowledge Base

18006: Protecting Personally Identifiable Information (PII) and Taxpayer Data

EFIN Management

Protect Personally Identifiable Information (PII) and Taxpayer Data with Drake Tax and Drake Portals. 


At Drake Software, we are committed to providing you with the proper security measures to help protect your clients and your business. In addition to Drake Tax security features, there are other steps that you can take to further protect taxpayer information. The IRS has set certain expectations, requirements, and recommendations for protecting personally identifiable information (PII) and taxpayer data in Publication 4557. Other requirements under the Gramm-Leach-Bliley Act (GLBA), including the creation of a Written Information Security Plan (WISP), are found in Related Links below.

It is important to note that exchanging sensitive data with taxpayers through email is not generally considered secure. Drake recommends using Drake Portals – SecureFileProTM to securely send and receive sensitive data instead. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. A phone app is available for taxpayers to use as well. For more information, see the Drake Portals page and Related links below.


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