Who this checklist is for
Solo preparers, growing tax firms, EROs, multi-office businesses and service bureaus that collect and store taxpayer information. If you handle Social Security numbers, income records or bank details for clients, this applies to you.
What is inside
A section-by-section checklist covering the nine required elements of an information security program, access and authentication controls, encryption and disposal, monitoring and testing, staff training, vendor oversight, and incident response, including who to notify if a breach happens. It is printable, so you can work through it with your team.