Send client tax docs without hoping nobody intercepts them

Sensitive tax documents do not belong in ordinary email simply because the attachment has a familiar filename. The risk is not just interception; it is forwarding, unmanaged downloads, and long-lived inbox copies.

Microsoft 365 message encryption and sensitivity labels can protect the content and limit what recipients can do with it. Configure a simple, documented path that staff can use without inventing workarounds.

This week, test the recipient experience outside your organization and write the two-sentence instruction your team will follow. Security works better when the safe path is the easy path.