W-9 security

What’s the safest way to collect and store vendor banking details, W-9s, and SSNs?

I work for a nonprofit and we're improving our vendor onboarding process. We regularly collect W-9s, ACH payment details, tax IDs, and occasionally Social Security numbers from sole…

What’s the safest way to collect and store vendor W-9s, banking details, and SSNs?

I work for a nonprofit and we're improving our vendor onboarding process. We regularly collect W-9s, ACH payment information, tax IDs, and occasionally Social Security numbers from sole…