Information Security: Basic Safeguards for Practitioners

Overview

Cybercriminals after your sensitive client data. All CPAs and tax practitioners should observe many legal rules and best practices in protecting such data from these dangerous foes. This course goes beyond the needed definitions of information security to describe today’s threats to client data. Learn tips and best practices for protecting yourselves and your clients from data breaches.

Learning Objectives

  • identify the importance of information security for CPAs, tax practitioners, and other advisors
  • define the term "identity theft" and recognize how identity theft most commonly occurs
  • recognize why CPAs and tax professionals are being targeted by cybercriminals
  • recognize the importance of encrypting client data
  • identify the importance of creating internal controls and a security plan to protect client data
  • recognize the actions that must be taken in the event of a breach of sensitive client identity data

Designed For

CPAs, Enrolled Agents, tax professionals, accountants, and other financial professionals 

Advanced Preparation

None

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License or Certification

Regulator

Type