papasmu1971
Level 3
12-07-2019
08:41 AM
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Do I need a security plan if clients prefer hard copy check. Pub 1345 talks about filing. Following pub 4557 and at a standstill. Please give some opinions. Is there a draft program security plan guide out there as a model. I am a lone preparer.
Thank you, Mike
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itonewbie
Level 15
12-07-2019
08:41 AM
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If you are referring to your client preferring paper return, yes, you should have a security plan in place as you would still possess data that may be breached if the appropriate precautionary measures are not taken.
Please see this recent discussion about security plan templates: https://accountants-community.intuit.com/questions/1875169-written-data-security-plan-for-tax-prepar...
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