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Mask birthdates on printed organizer

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Mask birthdates on printed organizer

TAXESAREMYGAME

We would like the ability to hide more identifying information.  Many of our organizers are physically mailed to clients and we feel that birthdates, like social security numbers, can be used to compromise the client's identity should their mail be intercepted.  We would like the dependents birthdates masked as well.  Thanks!  Laurie W.

Status: New
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4 Comments
BobKamman
Level 15

Given the news today about Pegasus hacking software, I conclude that mailed organizers are safer than those delivered electronically.  But I don't see the need for birthdates, using either method.  

TAXESAREMYGAME
Level 1

Thanks Bob.  This was for Lacerte BTW - I didn't specify.  Because I work for a bank, compliance states that we would have to individually track each mailed package if it contains personally identifiable information...I was sure whether you don't see the need for the birthdates, or the masking thereof.

BobKamman
Level 15

I don't see the need for birthdates on organizers.  Of course I don't see the need for the type of organizers offered by Intuit, in most cases.  Why birthdates?  Are we reminding taxpayers to send their wife flowers?  So let's track anniversary dates also.  And why not a special feature to remind them of when to renew their driver's license?  But if birthdates are knee-jerkingly added, then they should be masked, which of course makes them useless.  Unless the month or year is left visible?  

TAXESAREMYGAME
Level 1

Gotcha - thanks and funny 😃

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