Automation & Workflow Productivity Conference - Virtual-securing-confidentiality-safeguarding-client-data-under-irs-rules-03-29-2024

securing-confidentiality-safeguarding-client-data-under-irs-rules-03-29-2024

Pdf Summary

This course, <strong>IRS Tax Security (Course ID 710)</strong>, focuses on helping tax professionals protect confidential client data and comply with IRS and FTC security requirements. It emphasizes the development and maintenance of a <strong>Written Information Security Plan (WISP)</strong>, using guidance from <strong>IRS Publications 4557, 5293, and 5708</strong> as well as <strong>NISTIR 7621</strong>.

The course covers key security practices such as identifying cyber threats, strengthening access controls, using encryption, implementing backup procedures, and securely disposing of data. It also stresses the importance of employee training, ongoing monitoring, and adapting security measures as threats and business needs change.

Major topics include:
- Constructing a compliant security plan
- Defending against cyber threats
- Applying practical data protection measures
- Building a security-focused workplace culture

Learning objectives include evaluating current practices for security gaps, creating a customized information security plan, recognizing phishing attempts, monitoring EFIN/PTIN usage, and developing response plans for suspected breaches.

The course is intended for <strong>tax professionals seeking IRS-compliant data security practices</strong>. It is an <strong>advanced security-focused course</strong> with a duration of <strong>100 minutes</strong>, offering <strong>1 CPE credit in Information Technology and 1 CPE credit in Taxes</strong>.

Keywords

IRS Tax Security

Written Information Security Plan

WISP

IRS Publications 4557 5293 5708

NISTIR 7621

data protection

cyber threats

access controls

encryption

phishing awareness