Financial · CPA

Send client tax docs without hoping nobody intercepts them

Microsoft 365 email encryption is a setting, not a product. Turn it on and stop trusting plain email with Social Security numbers.

1 min read

Every tax season, client Social Security numbers, account statements, and returns move through plain email — protected by nothing but hope. Interception, misaddressed messages, and compromised mailboxes turn that convenience into a breach notification.

Microsoft 365 already includes message encryption that wraps sensitive email so only the intended recipient can open it — and rules that can apply it automatically when a message contains an SSN or account number. No third-party portal subscription required.

The move this weekEnable Microsoft Purview Message Encryption and add a mail-flow rule that auto-encrypts messages containing sensitive number patterns. Your clients keep emailing you like normal; the protection becomes automatic.

ShareLinkedInEmail

Want the next one in your inbox?

One practical Microsoft 365, Copilot, Azure, or security move per week — plain English, no pitch.

Subscribe via email

All editions