Learn How PDFfiller Securely Encrypts Data and Keeps Stored Documents Protected

Data Encryption & Storage

PDFfiller encrypts user communications with the NSA developed SHA-256 encryption algorithm which is used as a security standard in the medical and banking industries to protect sensitive data. All stored documents are housed at Amazon Web Services’ secure hosting facilities.


PDFfiller complies with PCI DSS the very same digital transaction standard which certifies PayPal and Stripe. For the protection and secure storage of medical documentation, PDFfiller stands alongside other American health care providers such as Blue Cross Blue Shield and Kaiser permanente as 100% HIPAA compliant. PDFfiller is in the process of verifying and achieving the SOC 2 compliance’s five “trust service principles”.

Two-factor Authentication

Enable two-factor authentication for eSignature requests by requiring recipient identity verification via code, social media or webcam. Documents containing sensitive information can also be placed into a protected folder requiring an additional password to access.

Signature Certificate & Digital Audit Trail

SendToSign’s Signature Certificate maintains the integrity of the signature process by summarizing who signed a document as well as when it was signed and returned. For every document accessed, users can view a Digital Audit Trail that details specific identifying information.

PDFfiller actively integrates the most modern security systems into it’s own processes. However, even with the knowledge of these systems in place, businesses and users alike often demand additional layers of certainty to ensure the integrity of their data.

The protection of stored data and transmitted data make up PDFfiller’s foundation for digital security. User documents are housed at remote locations, stored on Amazon’s Simple Storage Service (S3) data centers, which protects them against any potential data loss. Securing the transmission of data with a 256-bit encryption algorithm means that the communication of data between users, or a user and server, is impossible to intercept and decipher by an outside party.

When a user requests an electronic signature with PDFfiller’s eSignature solution SendToSign, they’re presented with further authentication options. Document authors can require their recipients to verify via webcam or by sending a unique passcode by phone number that will be required for accessing the document. PDFfiller also offers users an option to place documents into a protected folder that requires an additional password for access. Using these forms of two-factor authentication enables users to go one step further with their document security as well as with documents sent to outside contacts.

PDFfiller is certified compliant with PCI DSS to ensure the security of digital transactions as well as HIPAA for the secure transmission and storage of medical information. Whether a customer’s data is in transit or routed through third party service providers, their documents and data are protected and accounted for at all times.

Two-factor Authentication

“64% of Americans cave in to digital extortion”

Symantec Corporation

“64 percent of Americans cave in to digital extortion” – Symantec Corporation

Verizon’s 2017 Data Breach report revealed that healthcare is the second most targeted industry when it comes to ransomware attacks; the only industry more targeted than healthcare is financial services. Additionally, this report found that in 2017, 72% of malware attacks on the healthcare industry were specifically ransomware attacks.

Vulnerabilities in cloud infrastructure provide cyber criminals with openings that can be exploited in order to gain access to private databases. Tens of thousands of databases were hacked and held for ransom in 2016 after users left outdated versions exposed, without authentication turned on.

PDFfiller uses the Secure Hash Algorithm at 256 bits (SHA-256) to encrypt user data at every level. SHA was developed by the United States National Security Agency (NSA) and is required for use in certain U.S. Government applications, including use within other cryptographic algorithms and protocols for the protection of sensitive unclassified information.

While encrypting data that is transmitted from one end to another protects users from having their data intercepted, safe-guarding stored data is an equally important measure. PDFfiller documents are stored on Amazon’s Simple Storage Service (S3) which utilizes three different forms of encryption coupled with machine learning to automatically discover, classify and protect sensitive data hosted by Amazon Web Services (AWS). S3 satisfies compliance requirements for virtually every regulatory agency around the globe.

“PDFfiller acknowledges its customers’ need for security as top priority.”

Eugene Gorelik, Director of Engineering

Data storage increased by 3-4x over the past 12 months

“PDFfiller acknowledges its customers’ need for security as top priority.” said Eugene Gorelik, Director of Engineering. “Early on, when the topic of data storage arose, we knew we would need a service that could not only meet our expectations but one that could scale with the rate of growth we were predicting. Data needed to be kept safe, but it had to be easily accessible as well. We’re proud to be able to deliver top-notch security combined with ease-of-use so that when users need to access documents stored on PDFfiller cloud databases, they’re only a few clicks away from being able to do so at any time, from any place.”

PDFfiller Data Storage Demands

Why Signatures Are So Sensitive

A personal signature, like a fingerprint or iris scan, is a form of personal identification that grants approval for services and transactions to be authorized and carried out on a person’s behalf. PDFfiller’s eSignature solution (SendToSign) offers users various authentication and security features for identity verification as well as absolute adherence to the eSign Act of 2000. SendToSign maintains high levels of security without sacrificing signer convenience.

However, an electronic signature is not the same as a digital signature. An electronic signature is any sound, symbol or process that is electronically associated with a contract or record that is adopted by the signer, indicating their intent to sign. Electronic signatures can be verbal authorizations, electronically signed authorizations, or even the simple click of a checkbox. Digital signatures embed a unique digital “fingerprint” into documents and the signer is required to possess a certificate-based digital ID (a digital certificate) in order to link the signer and document.

Authenticate via
social media
2-factor code authentication
via text message
Webcam identity

PDFfiller’s Signature Certificate

For users that require a record of signatures they receive through SendToSign, PDFfiller offers the Certificate feature, which contains a detailed report about who signed the document, when it was signed and returned, and important information about the document itself. The Certificate is available to download from the SendToSign History folder, and the owner of the document should retain a copy of the Certificate for their record-keeping. Should the signature be contested in the future, the Certificate serves as an “associated record” that maintains the details of the electronic signature process.

Digital Audit Trail

Every document generated, edited, moved or shared has a unique digital audit trail that records specific identifying information such as IP address, geo coordinates, browser, OS information and time stamp. These identifiers make certain that the chain of custody is, and can never be tampered with or altered. PDFfiller’s audit trail ensures that each document is technically and legally sound.

HIPAA Compliant

PDFfiller complies with the Health Insurance Portability and Accountability Act’s hosting standards thanks to AWS’s rigorous adherence to the specific administrative, physical and technical safeguards that HIPAA requires.

Physical safeguards include limited facility access and control with authorized access in place. Technical safeguards require access to control which allow only authorized personnel to access electronic protected health information (ePHI). Network, or transmission, network security is the last technical safeguard required of HIPAA compliant hosts to protect against unauthorized public access of ePHI.

PCI Compliant

The Payment Card Industry Data Security Standard (PCI DSS) is an information security standard for organizations that handle branded credit cards from the major card schemes. The PCI DSS specifies twelve requirements for compliance, organized into six logically related groups called “control objectives” which PDFfiller complies with for every monetary transaction a customer makes.

SOC 2 Compliance

System and Organization Controls type 2 (SOC 2) defines criteria for managing customer data based on five “trust service principles”—security, availability, processing integrity, confidentiality and privacy. SOC 2 is an auditing procedure that ensures your service providers securely manage your data to protect the interests of your organization and the privacy of its clients.

While SOC 2 compliance isn’t a requirement for SaaS and cloud computing vendors, its role in securing your data cannot be overstated. PDFfiller is undergoing audits to ensure the requirements for each of the five trust principles are met.

Meeting the Demand & Defying Expectation

Any SaaS platform that operates in the protection of private information and digital transactions can be measured by the integrity of the systems which secure that data. Encrypting data communications, transactions as well as housing documents at secure storage facilities that meet federal compliance standards make up the foundation of PDFfiller’s security apparatus.

Additional security features such as two-factor authentication for eSignature identity verification and password-protected folders offer enhanced safeguards for sensitive data. An active digital audit trail as well as the availability of eSignature certification maintains document and eSignature integrity in the form of a digital fingerprint.

For the cost of a single USPS priority mail express parcel sent once per month, an annual PDFfiller subscription serves and secures all user data on a level that fulfills government agency requirements.

For the complete paper, click on the link below:

Why Good Software Makes Your Life Easy Like Sunday Morning

If you give someone an easy option or a hard one, 9/10 they are going to pick the former. Sure, there’s always that one person who wants to make things complicated, but we’ll ignore them. Making something easy doesn’t equate to laziness; it’s called being smart.

As we head into 2018, technology will only improve. Expect to see more gadgets, software and apps that make our lives easier. Technicians are always thinking outside of the box to create a better way of living.  

As a business, having software that helps streamline processes for maximum efficiency is vital. It can be the difference between success and failure. You need to have the correct tools at your disposal to make the most of your opportunities.

What Makes Good Business Software?

Good business software blurs the lines between its offerings and your key needs. It integrates into daily set ups without adding further complications. Any software that is a chore to use will only end up acting as a deterrent.

Let’s use sales as an example. Many software solutions for sales offer an all-around package. These often include marketing, customer retention and e-commerce all rolled into one. Yet sales reps find these too confusing as their focus is stretched. As a result, their own process becomes complicated.

Software that adapts to a reps way of thinking is more likely to become a mainstay in their daily process. For a salesperson to do their job to the best of their ability, they need a tool that focuses on having a next step.

Identifying the key pain points is fundamental to understanding what makes software good in the first place. The next step is to find a way to fix problems faced, while creating an answer that is simple and effective in practice.

The Keys to the Kingdom

Customization is important for good software. Yet there is a fine line between having control and feeling like you have too much influence. You want to be able to dive straight in. Once you’re comfortable, you might look at how you can shape its appearance to fit with your company.

That’s why it’s good for software to offer the option of customization. Whether it’s implementing brand logos, changing interfaces to suit your needs, or editing files online, an element of flexibility is always welcome.

Users that feel empowered by their software will keep using it. And including flexibility in the tech’s function will only help to improve user experience.

Moving to the Digital Sphere

As tech gets better, we find an increased amount of work activities taking place online. From business meetings to interviewing to selling products; they can all be done via an internet connection. Software that moves those remaining offline tasks to online ones is solving a significant pain point. Across many industries.

Nowadays, our worlds are wrapped up in a computer. Anything that takes our attention away is just an annoyance. We look for software that lets us edit, manage and even sign our collateral online while in the cloud. Printers are so passé.

The real driver behind quality software is something that enters into the cultural lexicon of business. Tools and apps that make you wonder how you ever functioned without them – and they do it without us even realising that it’s happened.

Something for Everyone

Unless you’re a one-person band, businesses live and die by their team. How well members of staff interact with each other, share, and monitor tasks is crucial. It is inevitable they will need to use software for a multitude of functions.

Software that provides transparency for the whole team is central to any businesses process. Again, if we look at sales (it is what we specialize in, after all), it’s important for each team member to check where their lead is in the pipeline.

It is also imperative that the sales manager has total visibility over their team’s activities. That way they can step in and make suggestions at any time during the process. Having access to the whole team also helps them manage smarter.

Paint me a Picture

Clean design is another integral component to excellent software. Just like the ease of use and customization, the product needs to look right. Good design makes software useful without an interaction even needing to take place.

Making something look clean while also being easy to use is anything but straightforward. But when such a desire for an aesthetic look is achieved, good design makes the software it represents understandable.

Everyone always looks at the bigger picture, however sometimes focusing on the small details is what creates the best results. All those small details combined create the bigger picture. What you’re left with is a product that seamlessly fits into your everyday setup and provides you with consistency.  

Better Software for All

Every day companies are creating new products, features and tools to improve business needs. Some are successful, while others fall by the wayside. The products that pop, however, are the ones where time and thought has gone into the overall makeup.

The focus should be on the customer, with a problem identified and then solved. Businesses have to navigate murky waters on a day-to-day basis. From chasing invoices to making big decisions, there is always something going on.  

When they can plug into a software, and it becomes an extension of the company, that’s when the tech is a success. That’s when software makes plain sailing of your process and becomes part of your overall business architecture. It’s easy, just like Sunday morning.

About noCRM.io

We know that having the right sales tool is a prerequisite to galvanizing sales teams. noCRM.io is moving the conversation from customer management to lead conversion.

We provide a lead management solution that eliminates the distractions of standard CRMs and gives the power back to salespeople. noCRM.io places leads at the heart of the system and allows sales teams to operate in the way that best suits them to close more deals.

For more information, and a 15-day free trial, visit our website.

Collect data from filled in forms and documents online

How to Instantly Export Data from Client Forms into an Excel Spreadsheet

PDFfiller’s Extract In Bulk Streamlines Customer Data Processing

Until recently, it would have taken a manager days to collect client data from multiple incoming forms and add it to a single table. The task required going through every document in order to find and manually copy specific data into an Excel spreadsheet. Then there’s the headache of ensuring it’s never misplaced or accidentally deleted from your device. However, it’s now possible to export data from PDF documents directly into an organized Excel Spreadsheet and securely store it on your personal PDFfiller account.

The process is simple and only takes minutes. A user selects a completed document as a template, defines the specific fields of content they would like to extract and exports the corresponding data from similar documents into an Excel Spreadsheet. PDFfiller’s Extract in Bulk completes several tasks in one automated process that involves exporting specific content from client forms into an Excel table and making it accessible from any internet connected device.

Make Fast Updates for Archives with Important Information

A Human Resources Manager wants to have an electronic record of employee personal information for use when updating company policy for health insurance, retirement benefits and paid time off.

Using Extract in Bulk, the HR manager can securely extract all personal information previously completed and submitted by the company’s employees upon their hiring. When the time comes for employees to complete their updated policy agreements, the HR manager can submit the new forms with the necessary personal information already filled in. The employees only have to read and sign to their new policies.

Create Accurate and Time-effective Reports

A Logistics Coordinator working for a national freight company is responsible for compiling a daily tracking report that must contain all shipping and tracking information for every shipment that is received and sent out.

All documentation for incoming and outgoing cargo is received via email and must be compiled into a spreadsheet, requiring the tedious copying and pasting of hundreds of shipping details. With Extract in Bulk, the Logistics Coordinator can compile all shipping data for the day into an organized and accurate spreadsheet within seconds.

Update Inventory Databases with Only Necessary Information

Managers for a retail chain of stores are responsible for submitting inventory figures to their head office at the close of each business day. Customer Service Representatives on the sales floor scan each item and submit their results to managers when they’ve finished scanning every item in their department.

Because there are so many irrelevant details for each scan in the inventory database, each manager uses Extract in Bulk to submit only necessary information which the head office requires for inventory verification.

All documents filled out and submitted by clients, as well as Excel Spreadsheets generated with Extract in Bulk, are stored securely in a private PDFfiller account. Only managers may access them for printing, editing or sharing with colleagues.

Explore PDFfiller’s Extract in Bulk with our free trial and see if it is the right solution for you.

Form 1095-B

Avoid Penalty Filing IRS Form 1095-B with Your Tax Return

Form 1095-B: Health Coverage

According to the Affordable Care Act, all employees must possess minimum health care coverage. Those who do not may be required to pay a certain fee. There are a series of forms which serve as proof of Medicare coverage. They are Form 1095-A, Form 1095-B and Form 1095-C. Employees receive their 1095-A if they’re enrolled in health insurance coverage through the Health Insurance Marketplace. Form 1095-C is issued if an employer is responsible for providing their employee with health coverage.

If you currently possess health care coverage that meets the Affordable Care Act’s minimum requirements, it may be essential to attach form 1095-B when filing your annual tax return. Taxpayers who do not possess minimum health care coverage and do not provide their 1095-B to the IRS may be subject to a penalty. Below are 5 helpful facts for properly submitting form 1095-B.

What is Form 1095-B?

It is a one-page form called Health Coverage. You may use this form to provide the IRS with information that you or members of your family currently possess qualifying health coverage.

Who Needs Form 1095-B?

All insurance providers must file this form to the IRS. Employers who operate small businesses are not subject to the shared responsibility provisions and must file Form 1095-B.

When is Form 1095-B Due?

The due date for this form depends on the filing method. If you plan to file by paper, do so by February 28th, 2018. If you plan to file online, the due date is April 2nd, 2018. You may also file before the due date. If this day falls on a national holiday, Saturday or Sunday, you may submit your 1095-B on the following business day.

How to File Form 1095-B?

The form has four parts, each must be properly completed. The first part must be filled by a responsible individual who is required to provide their name, social security number, full address and date of birth. Provide information about certain employer-sponsored coverage in the second part including the employer’s name, address and identification number. Then indicate the information about another coverage provider. Type the provider’s name, address, EIN and contact telephone number. In the next part you must indicate the names of all covered individuals.

How to Get Form 1095-B?

Go to the IRS website and type “Form 1095-B” in the search field. Once you’ve found the form, you can print it out and complete it manually. However, there is a much easier way. With PDFfiller, you can fill and file the form online. Eliminate errors, add a professional-looking signature and complete the form in minutes.

form 9465: Installment Agreement Request

Stay on Top of your Tax Installments by Filing Form 9465

Form 9465: Installment Agreement Request

The tax season commonly comes to a boil toward the end of winter. As the rush to file tax returns rises, those filing at the last minute are at greater risk of making crucial errors on their tax forms. Filing your W-4 online eliminates the possibility of making mistakes. Even if something unexpected occurs, you may improve your situation using Form 9465.

What is Form 9465?

Form 9465 is officially known as the Installment Agreement Request. It is designed by the Internal Revenue Service for individuals that are unable to pay the full amount owed to the IRS, including penalties and interest amounts from prior year(s). It is also possible to e-file form 9465 online for an outstanding balance below $50,000.

You may also use form 9465 if your 1040 states that you owe income tax, employment taxes or an individually shared responsibility payment. Before you decide to file the Installment Agreement Request, consider other alternatives. Use available credit or get a loan from the bank. If these are not options for you, then complete and file the request.

Are there any Fees for Filing an Installment Agreement?

Note that if your request is approved, you must pay a certain fee:

  • $225 or $107 for making payments by direct deposits;
  • $149 for setting up a payment agreement online;
  • $31 for both setting up an agreement and making payments by direct deposits.

If you need to modify an installment agreement, be ready to pay an $89 fee.

How does Form 9465 Work?

Within 30 days you will be notified whether your request is approved or denied. Requests may take more time to process if you file after March 31st. If the IRS approves your request, they will send your detailed agreement terms and require that fees be paid. The approval of the request means that you can pay the sum you owe in monthly installments. You must agree to pay on time and meet all tax obligations in the future.

How to Fill Form 9465?

The Installment Agreement Request is a two-page form with two parts. The first part of the form asks for the following information: your name, social security number, address, spouse’s name and social security number, name of business, home and work telephone number, employer identification number, name and address of your bank, name and address of your employer, amount you owe to the IRS, amount you can pay each month and the date when you can pay each month. The second part lists various questions for you to answer about your financial and employment status.

Once you’ve filled in the form, check that you’ve provided correct and true information and only then should you submit it to the Internal Revenue Service.