ProConnect HelpIntuit HelpIntuit

Data Security Tips for Tax Professionals

SOLVEDby IntuitProSeries Basic6Updated July 12, 2022

Protect Your Clients; Protect Yourself

The IRS and the Security Summit Working Group have created a Data Security Resource Guide to help Tax Professionals protect taxpayer's data.  You can download a copy at IRS.gov/ProtectYourClients

Here's a sampling from the Data Security Resource Guide:

  • Learn to recognize phishing emails, especially those pretending to be from the IRS, e-Services, a tax software provider or cloud storage provider. Never open a link or any attachment from a suspicious email. Remember: The IRS never initiates initial email contact with tax pros about returns, refunds or requests for sensitive financial or password information
  • Create a data security plan using IRS Publication 4557, Safeguarding Taxpayer Data, and Small Business Information Security – The Fundamentals, by the National Institute of Standards and Technology.
  • Review internal Controls
    • Install anti-malware/anti-virus security software on all devices (laptops, desktops, routers, tablets and phones) and keep software set to automatically update.
    • Use strong and unique passwords of 8 or more mixed characters, password protect all wireless devices, use a phrase or words that are easily remembered and change passwords periodically.
    • Encrypt all sensitive files/emails and use strong password protections.
    • Back up sensitive data to a safe and secure external source not connected fulltime to a network.
    • Wipe clean or destroy old computer hard drives and printers that contain sensitive data.
    • Limit access to taxpayer data to individuals who need to know.
    • Check IRS e-Services account weekly for number of returns filed with EFIN.
  • Report any data theft or data loss to the appropriate IRS Stakeholder Liaison
  • Stay connected to the IRS through subscriptions to e-News for Tax Professionals, QuickAlerts and Social Media

 

Was this helpful?

You must sign in to vote, reply, or post
Lacerte TaxProConnect TaxProSeries BasicProSeries Professional

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this