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The Importance of Cybersecurity & Security Plans for Tax Preparers

Recording and presentation materials from Education Forum hosted in July of 2024.

On July 18th, we hosted a 2-hour virtual event, where A.J. Reynolds presented on the importance of understanding the ins and outs of cybersecurity and developing an effective, well thought our Data Security Plan (also known as a Written Information Security Plan (WISP)). A special thanks to everyone that joined us live!

Because WISPs are such an important topic in the tax industry right now and because they are complex to develop, we knew it was important to record this content and make it readily available to all, in preparation for the upcoming tax season. If you are interested in accessing this content, simply follow the directions below. We hope you’re able to take this content and positively impact your tax firm as a result!

What’s Included:

  • Video recording from July Education Forum.

  • PowerPoint used by presenter.

  • Additional Tools.

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Opinions expressed by Mr. Reynolds are solely his own and do not necessarily express the views or opinions of TaxAct Professional. TaxAct is not responsible for, and expressly disclaims all liability and damages, of any kind arising out of use, reference to, or reliance on any third-party information.