Secure Tax advice information with HelpRange PDF Security

As tax season rolls around each year, individuals and businesses alike seek out tax advice from professionals to ensure they are filing correctly and maximizing their deductions. This often involves exchanging sensitive financial information, such as social security numbers and account numbers. To ensure the security of this information, many tax professionals utilize PDF documents to share advice and information with clients. However, as with any electronic document, there are potential security risks associated with PDFs. In this article, we will explore how to secure tax advice information in PDFs.

Protection Balance

It's important to note that while protecting documents and data is important, it's also important to strike a balance between protection and accessibility. If the protection measures are too strict, users may become frustrated and turn to other sources for the same information. It's important to find a balance between protecting document and making it accessible to customers.

Disable Printing and Downloading

Most PDF editors come with an option to disable printing and downloading of the document. This option is especially useful when you want to share the document online but want to prevent others from printing or downloading it. However, it's important to note that this method is not foolproof, as users can still take screenshots of the document or use third-party tools to extract the contents. That's why you need better tool for the job.

Host your files in HelpRange

That's why one of the most effective ways to prevent unauthorized distribution of your PDF files is by hosting them on a secure platform. You can use a secure file hosting service like HelpRange, which comes with advanced security features like encryption, access controls, and versioning.

Finally, it is important to consider the method of file sharing when sending sensitive information. Email is not always a secure method of sharing information, as emails can be intercepted and read by unauthorized individuals. Instead, consider using a secure file sharing service or a secure client portal to share PDF documents. These services typically use encryption and other security measures to protect your information.

Screenshot Prevention

One of the greatest feature of HelpRange is way to disable possibility to make screenshots of your documents. To disable this possibility you just need to check "Screenshot Protection" to on for given document.

Online Access to Document Via OTP (One-time passwords)

To protect your documents really well HelpRange introduced possibility to let your viewers see your documents only after successful sign in attempt (using their emails as way of authentication).

Disable Forwarding

HelpRange introduces also possibility to disable forwarding of your PDF to other people. You just need to set this option to ON.


In conclusion, as tax professionals continue to use PDFs to share tax advice information with clients, it is important to take steps to ensure the security of that information. Password protection, encryption, watermarking, redaction, and secure file sharing are all effective ways to protect sensitive information in PDF documents. By taking these precautions, tax professionals can help ensure the privacy and security of their clients' financial information.

Check out HelpRange

HelpRange is "Next-Gen Data Room For Documents Protection & Analytics". HelpRange is a cutting-edge virtual data room platform for document access controls and in-depth analytics, ensuring superior management and usage insights for your documents.