PDF privacy guides
Reviewed guidance by Divya Desai: checklists and explainers for teams that handle confidential client PDFs.
Published
Start with these checklists
Practical steps you can run before sharing, filing, or returning a client PDF.
Client PDF risk check
A free checklist for assessing how your firm handles and proves treatment of confidential client PDFs.
Read guideCertified redaction QA
Pre-share verification steps for permanently redacted PDFs: search, copy/paste, metadata, and certificate checks.
Read guidePDF deletion receipts
What signed deletion receipts prove, what they contain, and when to share one with a client or auditor.
Read guidePII preflight checklist
Catch Social Security numbers, account numbers, and other sensitive data before a PDF leaves your workspace.
Read guide
Free tools
Run a local check first
Unlimited browser-local privacy and redaction checks, with no signup or upload.
PDF Privacy Cleaner
Remove metadata, scripts, attachments, external links, and other selected privacy risks, then download a verified cleaned copy.
Find & Permanently Redact Text
Find exact phrases, permanently remove the matched PDF content, verify the result, and download a redacted copy without flattening every page.