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PUB 5708 & 4557: Written Information Security Plan Simplified (LITX13/25)

Event Description

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.

Enrolled Agent Approved