<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.


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


We ask that you use Google Chrome for your browser. Not only for security, but also as the Hub is optimized for Google Chrome. Some 13614-C Forms may not appear correctly in other browsers.

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


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

Google Chrome will typically upgrade itself automatically when it's closed, if not, you'll see an upgrade button in the top right corner of your browser (update guide).