The National Association of Tax Professionals

The National Association of Tax Professionals

Client Data Security

  • Topic(s): Practice Management
  • Presenter(s): C. Dale Boushley CFP®, EA
  • Session#: 934-14
  • Session Length: 100 min
  • Program: NATP National Conference 2014
  • Date: Aug 11, 2014
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Audio MP3 (download)
AudioPoint for Mobile Device - MP4 (download)

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Client Data Security - Details:

Both Circular 230 (IRS) and the Gramm-Leach-Bliley Act (Federal Trade Commission) impose requirements on income tax preparers to protect the confidentiality of client information. This session discusses the statutory requirements and best practices of complying with those requirements. Among other topics, we discuss your written "security plan," staff training, office technology, and the email, faxing and storage of client files.