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July 19, 2023

FTI: Using the Shared Documents folder

This is how we protect someone’s privacy while sharing documents that contain sensitive information.

August 8, 2023

CSS and O365 Security

Answers to question of “Is it safe to put CSS case information in Office 365 products?” as of September 2020

April 20, 2022

What is FTI?

Federal Tax information (FTI) is defined as return or return information received directly from the IRS or obtained through an …

July 8, 2022

How to Dispose of Accidentally Printed Documents That Contain FTI

An explanation of how to handle documents that contain FTI that were accidentally printed.

May 12, 2022

What is IRS Publication 1075?

An explanation of the IRS Publication 1075

May 18, 2022

What is Personally Identifiable Information (PII)?

Personally identifiable information (PII) is information that, when used alone or with other relevant data, can identify an individual. Per …

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