Be sure you are using a software product that is intended for redaction. Do not risk exposing your client’s information by trying to use a cheap workaround. The “pro” versions of these products will usually be the ones that have a redaction tool. The most popular brands on the market today for PDF software are Adobe Acrobat and Nuance. One simply scans a paper document onto a computer, converts the file to a PDF, and redacts the confidential information using PDF software. Now, software allows us to quickly redact information. That process was tedious, time-consuming, and unbillable, so it makes sense that technology would step in to help speed up the process. This second additional copy was necessary because if you held up the Sharpie redacted page to a light, you could still see the underlying information. Once the confidential information was marked, a copy of the now redacted income tax return would be made. Working with the copy, a paralegal or legal secretary would then go through each page of the tax return searching for Social Security or tax identification numbers, routing numbers, and account numbers and then, usually with a black Sharpie marker, mark over the confidential information where it appeared on the page. Redacting documents, such as an income tax return, used to require someone first making a copy of the tax return to keep the original intact and untampered. To properly file, confidential information must be redacted. Confidential information ranges from Social Security numbers, taxpayer identification numbers, account numbers, and date of birth, among many others. Post authored by Tisha Delgado, brought to you by įiling documents with confidential information is common but often mishandled.
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