<aside> 👤 Personally Identifiable Information (PII) is any information that identifies a person (ie. name, address, social security number, telephone number or email address, to name a few).

As a volunteer with GYR, you’ll be working with tax filer PII. We ask that all VITA volunteers review this security checklist to help keep clients’ data safe.

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last updated on October 19, 2023

Table of Contents

Set Up A Secure Workspace

Many people will need to make some minor adjustments to work with client data. Protect the sensitive information you will work with by following these steps to set up and maintain a secure work environment.

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/92b41c4d-da77-48ea-bc1e-0ac54994cb92/CFA_CheckMark.svg" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/92b41c4d-da77-48ea-bc1e-0ac54994cb92/CFA_CheckMark.svg" width="40px" /> Download Google Chrome and set it as your default browser

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Although the Hub is supported by all major browsers, we recommend that you use Google Chrome. Not only for security, but also as the Hub is optimized for Google Chrome. If you do experience any issues with a particular browser, such as Form 13614-C not rendering correctly, then please contact Partner Support.

We recommend against Internet Explorer.

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/935b0501-a210-4324-93bc-56e77301158f/CFA_CheckMark.svg" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/935b0501-a210-4324-93bc-56e77301158f/CFA_CheckMark.svg" width="40px" /> Download and install the latest updates for your operating system and browser

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Software updates contain security patches that protect your computer, so keep your devices up-to-date!