Protecting Personally Identifiable Information (PII) and Taxpayer Data

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. See IRS – Written Information Security Plan (WISP) for other requirements under the Gramm-Leach-Bliley Act (GLBA).

Email

It is important to note that exchanging sensitive data with taxpayers through email is not generally considered secure. Drake Software recommends using Drake Portals 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 Drake Portals - Overview and Pricing.