Finance – Tax Advisors

Securing Tax advice information with Safeguard PDF DRM Security

Using Safeguard PDF DRM Security to secure sensitive & confidential tax information

The introduction of Internet services has allowed tax advisers to expand their reach to market and shorten the time needed to update advice as taxation rules change. Tax advice is no longer just for the corporate world (although most of the transactions take place there), it also services individually wealthy clients who require tailored advice for their own situations.

Critical features of tax advice are that the Adviser does not want their general advice to be passed on and no party wants tailored advice to be readily accessible by anyone else because it inevitably contains highly sensitive information.

For the tax adviser, the Locklizard solution of PDF DRM tax security is ideal. It can be set up quickly and implemented by clients to work with the format they are most comfortable with. Confidential documents can be put on tablets, taken to meetings or studied on the plane without having to worry that they might be intercepted or stolen. Documents can be published to USB sticks so they can be viewed offline and without the user having to install any Viewer software.

Individually protected documents can be assigned to specific clients, and locked to the client’s machine so they cannot be shared. And if you consider each client to be a ‘publication’ then you can issue new or updated protected PDF documents to that publication and they are immediately accessible and your client always has immediate access to their latest information. Old or incorrect information can be revoked, and documents set to expire when a certain date has been reached or a number or views/prints has been made.

Customer Testimonials

We needed to deliver e-book versions of our handbooks while not compromising on security and digital rights. Safeguard PDF security is easy to use and intuitive.

The implementation was painless and we now have a greener, more secure way of distributing training manuals.
Locklizard’s PDF protection is exactly as described – the features are highly effective and I would give it 5 stars.

I would recommend Locklizard to others - their security is simple to use and fit for purpose. It meets common needs of businesses who have information they want to protect.
We would be happy to recommend Locklizard to any company needing a flexible way to secure PDF files.

Safeguard PDF Security has provided us with a very workable solution for sharing of information in a secure fashion. The support has been excellent and very accommodating.
We can cut accounts for a user five minutes before his class starts and he is ready to go. Happy smiling customer, while we still have security and personalized watermarking.

I have immense respect for the product and Locklizard provide great customer satisfaction and service.
We would recommend Safeguard to other companies for its security, cost and ease of use. It does what we expected it to do and more.

Ease of use is a bonus and the implementation was very easy. The product manual is excellent and Locklizard staff are very accommodating.
We sell a highly valued educational product in an open and competitive market so it was important to ensure we had effective security to protect our digital rights.

We highly recommend Locklizard - a professional company with a competitive and professional PDF Security product.
We would absolutely recommend both Locklizard as a company, and Safeguard PDF Security. It has transformed our study materials to the next level.

Not only did this increase sales, but we also believe that it has increased our customers’ ability to learn, which is even more important!
We would recommend Locklizard Safeguard to other companies that need to protect PDF reports. Customers have found the process of accessing the protected documents to be seamless.

Implementation was easy and technical support has been very responsive to requests for help.
Our company would without reservation recommend Locklizard. Their document DRM software opens up delivery of our new products in a timely fashion while knowing that the content will remain secure.

The return on investment to our company has been immediately evident.
We use Safeguard to make sure that documents cannot be opened outside our local network or from a unauthorized computer in order to copy or print the documents.

It is the most feature rich, affordable, & simple to use PDF security product on the market.
Safeguard PDF Security is simple to administer and meets our needs, consistently delivering secured manuals to our customers with ease.

Return on investment has been elimination of many man hours, printing resources and postage – it is estimated that costs decreased by 50% or more.
We would really recommend Safeguard PDF Security to every publishing company for managing ePubs or e-books securely. It is easy to secure PDF files and simple to distribute them to our authorized customers only.

Locklizard also provides a good customer support experience.
The ROI for us is incalculable. We have the security of knowing that our proprietary documents are secure. This is the entire value of our company.

I would most certainly recommend your PDF security product and already have. The ease of implementation was surprising.
We can now sell our manuals without the need to print them first, saving time, money and helping safeguard the environment.

We would recommend Safeguard PDF DRM – it is the perfect solution to sell and send e-documents securely whilst making sure someone cannot copy them.
We would recommend Locklizard to other companies without hesitation.

Their PDF DRM products provide a manageable, cost effective way to protect intellectual investment and they are always looking for ways to improve them. Moreover, their staff provide an excellent level of support.