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Review the firm’s controls pertaining to confidential client information. Emphasize that firm policies regarding management and use of client information should not be bypassed due to tax deadlines. Consider updating your policies for new risks. Not sure where to start? Controlling Your Data is a good place.
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Review the firm’s planned response to a data security incident, including its cyber liability insurance coverage. Don’t have an incident response plan? Utilize eRiskHub if you are a CNA policyholder. eRiskHub offers many resources, including training, to help manage data security risk.
Arrow.svgUpdate or create your written data security plan, as required by law. IRS Publication 4557, Safeguarding Taxpayer Data: A Guide for Your Business includes information on what must be included in a data security plan. eRiskHub’s Risk Manager Tools includes sample policies that may be leveraged.
Arrow.svgTrain all firm members on the importance of protecting client data, both physical and electronic, at all times, and especially during this busy time of the year. Read The Armor of Awareness to learn what each person at the firm can do to protect client data.
Arrow.svgBe prepared for phishing emails As deadlines approach and CPAs are tired and stressed, they are more likely to click on a malicious link or open an attachment that contains a virus.
What to do now … before the big rush
5 data security concerns to address
5 steps to review e-file requirements
and processes
4 ways to update engagement
letter processes
3 must-do’s to review client acceptance
and continuance procedures
8 steps to prepare the firm for tax season
5 ways to help staff prepare for tax season
What to do now … before the big rush
11 items to cover in a pre-tax season staff meeting
15 things to include in a control log
4 things to remember when testing tax software
8 things every tax preparer should do for each client
4 ways to better plan for deadlines
2 keys to survival
What to do during busy tax season
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