Resources

Protect your clients; protect yourself

Every tax professional in the United States — whether a member of a major accounting firm or an owner of a one-person storefront — is a potential target for highly sophisticated, well-funded and technologically adept cybercriminals around the world.

Creating a Written Information Security Plan

This document was prepared by the Security Summit, a partnership of the Internal Revenue Service, state tax agencies, private-sector tax groups as well as tax professionals. The mission of the Security Summit is to fight identity theft and tax refund fraud.

FTC Safeguards Rule: What Your Business Needs to Know

As the name suggests, the purpose of the Federal Trade Commission’s Standards for Safeguarding Customer Information – the Safeguards Rule, for short – is to ensure that entities covered by the Rule maintain safeguards to protect the security of customer information.

How To Comply with the Privacy of Consumer Financial Information Rule of the Gramm-Leach-Bliley Act

The Gramm-Leach-Bliley Act was enacted on November 12, 1999. In addition to reforming the financial services industry, the Act addressed concerns relating to consumer financial privacy. The Gramm-Leach-Bliley Act required the Federal Trade Commission (FTC) and other government agencies that regulate financial institutions to implement regulations to carry out the Act’s financial privacy provisions (GLB Act).

Data Security Resource Guide for Tax Professionals

The Data Security Resource Guide for Tax Professionals is intended to provide a basic understanding of minimal steps to protect client data. All tax professionals are encouraged

to work with cybersecurity professionals to ensure secure systems.

Resources

Protect your clients; protect yourself

Creating a Written Information Security Plan

FTC Safeguards Rule: What Your Business Needs to Know

How To Comply with the Privacy of Consumer Financial Information Rule of the Gramm-Leach-Bliley Act

Data Security Resource Guide for Tax Professionals

Stay Secure. Stay Compliant. Stay Ahead.

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