In today’s day and age, locking down and securing your and your clients’ digital assets and information is no longer a suggestion, but a requirement. When completing your PTIN renewal this fall, a checkbox will be available to confirm your awareness of your data security responsibilities. It’s imperative to have a properly set up and deployed security plan to ensure the safety of your client’s personal information.
NATP is offering our Create a Data Security Plan Online Workshop that will discuss today’s cybersecurity concerns as well as help tax preparers draft a policy manual. Attendees will use the handouts and leave the training with a fully drafted, personalized plan.
This year, during our virtual conference TaxCon, NATP offered this course with speaker Brad Messner, MBA, EA, (who will be leading the online workshop) and the feedback was overwhelmingly positive. But don’t take our word for it, here are some of the attendees’ thoughts:
“Excellent information presented in a manner even a computer illiterate could understand. Loved the handouts and help with forming written policies. Very helpful!”
“Thank you so much for all the information. Best-ever cybersecurity information I have ever had.”
“Everyone should have this information!”
“This was a TON of information, but it was presented in a way that was accessible and made me feel confident I can protect myself and my clients!”
“Brad was an outstanding presenter. I have taken several webinars on this topic and have always walked away more confused and overwhelmed, until this one. Brad presented the topic in an understandable and manageable way; and provided the material needed to put the requirements into place. I walked away with the confidence to execute the necessary steps; and with an actionable plan in place. Thanks for an outstanding presentation!”
Want in? Register now for the workshop, Sept. 22 and 23, and if you can’t make it, we have it on-demand!
About National Association of Tax ProfessionalsThe National Association of Tax Professionals (NATP) is the largest association dedicated to equipping tax professionals with the resources, connections and education they need to provide the highest level of service to their clients. NATP is comprised of over 23,000 leading tax professionals who believe in a superior standard of ethics and exemplify professional excellence. Members rely on NATP to deliver professional connections, content expertise and advocacy that provides them with the support they need to best serve their clients. The organization welcomes all tax professionals in their quest to continually meet the needs of the public, no matter where they are in their careers.
The NATP headquarters is located in Appleton, WI. To learn more, visit www.natptax.com.
Information included in this article is accurate as of the publish date. This post is not reflective of tax law changes or IRS guidance that may have occurred after the date of publishing. All taxpayer circumstances are different, and NATP recommends contacting research services if you have specific questions about your clients’ tax situations.