W-12 Data Security Responsibilities: I am aware that paid tax return preparers must have a data security plan to provide data and system security protections for all taxpayer information.

Since 2019 tax preparers may have noticed when renewing their PTIN license item #12 which states “I am aware that paid tax return preparers must have a data security plan to provide data and system security protections for all taxpayer information.” Many blindly check this box, but don’t actually have one.

Download Your FREE Data Security Plan Template

Use this free template as a guide to answer many of the looming questions regarding data security in your organization. Cyber security isn’t just a box to check, but a holistic approach that needs to include:

  • Antivirus
  • Firewall
  • Multifactor Authentication
  • Backup and Disaster Recovery
  • Encryption
  • VPN
  • Security Awareness Training
  • Patch Management
  • Password Policies
  • Employee Hiring Policies
  • Data Protection

These and many other questions are posed in ourĀ 

Download Your FREE Data Security Plan Template