Securing PDFs sent via email from UltraTax/1040 Client Organizer

Alerts and notices

Several states have passed or are in the process of passing laws and regulations regarding electronic transmission of financial information. When sending PDF documents via email from UltraTax CS, the security of the information depends on both the email message itself and the system-generated PDF file.

For more information on security and encryption standards, we suggest referring to the AICPA's Privacy Checklist.

Virtual Office CS / SaaS Note: The email from Outlook is not encrypted in the Virtual Office CS / SaaS environment.

Share This