Securing Confidentiality: Safeguarding Client Data Under IRS Rules – Webinar

Tax practices face a critical responsibility: safeguarding client data against cyber threats. This course is tailored for
professionals in the tax industry, offering a deep dive into the essentials of creating and maintaining a Written Information
Security Plan (WISP) as mandated by IRS regulations and the FTC Safeguards Rule. With a focus on IRS Publications 4557,
5293, and 5708, along with insights from NISTIR 7621, participants will learn not just the theory but the practical steps needed
to enhance their practice’s security posture. The course content is designed to be direct and engaging, ensuring that
attendees can easily translate knowledge into action.
The curriculum covers a broad spectrum of critical topics, from developing a compliant WISP to recognizing and responding to
cyber threats, and from implementing strong access controls to effective data protection measures. Special emphasis is
placed on real-world strategies for preventing data breaches, including the use of encryption, backup procedures, and secure
data disposal methods. Participants will also explore the importance of employee training and the continuous monitoring and
improvement of security practices to address new cyber threats and business changes. For tax professionals committed to
upholding the highest standards of data security and building a trust-based relationship with their clients, this course is a vital
resource. Attendees will not only gain the knowledge to protect their clients’ data but also the confidence to implement best
practices within their organization.