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Tips to Help Safeguard Account Information Taxpayer Data and Computer Equipment

Intuit Help

Tips to Help Safeguard Account Information Taxpayer Data and Computer Equipment

Recommendations - User Accounts and Data Safeguards

  • Use unique passwords for each of your sensitive accounts. Do not re-use passwords, or use the same passwords on multiple accounts.
  • Use strong passwords that include upper and lowercase letters, numbers and symbols.
  • Change passwords periodically - at least quarterly.
  • Protect your personal computers by utilizing a firewall, anti-spam/virus software as well as updated security patches.


  • Educate staff about phishing emails and scams targeting tax professionals.
  • Be very suspicious of any email asking for your account login or other personal information.
  • Do not open email attachments from untrusted sources or that appear suspicious.

Tips to Protect Your Network

  • Maintain a network firewall.
  • Limit remote access to the network data to office hour access, and only by trusted users (not all employees or IT professionals).
  • Confirm anti-virus software runs a deep scan on each workstation, every night.
  • Schedule operating system updates to install at least weekly, on each workstation.
  • Change WiFi default password to protect and limit hours of access to normal business hours.
  • Securely backup data with complete backups on daily, weekly and monthly intervals.

Tips to Protect Your Office

  • Shred financial reports.
  • Remove data from all hardware and media before disposing of.
  • Save PDF tax returns with masked SSN.
  • Consider insurance with data theft coverage.
  • Review E-Services EFIN activity.

Intuit Online Security Resource

Additional Information

For more information, here are a couple of excellent resources from the IRS describing this situation and steps to take:

Other Articles to Try:

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