Self-Study

IRS Publication 4557, Safeguarding Taxpayer Data On-Demand

  • Saturday, May 1, 2021 – Saturday, April 30, 2022

  • 2.00
    CREDITS
    Information Technology

Your tax files contain all the information an "evildoer" would need to steal your client's identity and wreak havoc in the client's life. IRS Publication 4557 explains that you are expected to preserve and protect the confidentiality and privacy of that data but does not tell you how to use available tools to organize data collection and preservation. In this program, cyber-security expert Chris Jenkins walks you through security risks, the systems you need, and the procedures necessary to protect your clients' data.

Objectives

  • Identify your digital “footprint”
  • Understand, and know how to research, threats
  • Evaluate your internal control over digital data
  • Design controls to secure data
  • Evaluate hardware and software
  • Educate users and clients
  • Use security software

Highlights

  • Basic technology security concepts
  • Security software usage
  • Detecting signs of a security breach
  • FTC Safeguards Rule and Checklist
  • Responding to a security breach

Additional Information

Designed For

CPAs with responsibility for collection, analysis, and storage of taxpayer data

Vendor

Surgent

Advanced Preparation

None

Credits

2.00 Information Technology

Prerequisite

Responsibility for collection, use, and retention of information provided by clients to enable preparation of federal income tax returns

Course Number

2125170

Level of Knowledge

Intermediate

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