Federal Tax Information (FTI) Processing

Compliance with IRS Publications 1075 and 4812 and safeguards to protect consumer FTI data can be challenging. Protocols around data transmission, data storage/retention, data usage/access, and data disposal, along with requirements for employee training and annual certifications can raise risks if not followed correctly.

FTI data—whether electronic or paper—remains safe, secure and confidential from receipt to transfer, storage to usage, access to transmission, and disposal. We are Pub 1075/4812 compliant.


Through a purpose-built, secure environment processing, we maintain strict access and screening controls across the FTI processing lifecycle.  Robust training and our ability to provide annual attestations help ensure the security of your FTI data.

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