Sensitivity
PII rules still apply; prefer secure portals.
Tool
Visual blackout only—verify nothing leaks under zoom.
Better path
Extract just Partner A’s pages with Extract PDF pages when possible.
For CPA firms
Partner A needs help with box 20 but should not see Partner B’s full ID block. Draw boxes over the unrelated rows.
PII rules still apply; prefer secure portals.
Visual blackout only—verify nothing leaks under zoom.
Extract just Partner A’s pages with Extract PDF pages when possible.