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Privacy Policy of Firm
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Ignusfatuus
Level 1
02-18-2023
08:07 AM
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Does Lacerte have a "canned" policy disclosure statement that can be included with the tax returns?
I am looking for a standard statement that indicates we do not disclose any nonpublic personal information etc.
If so, can you give guidance as to how to do it.
Thanks
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1 Comment 1
Strongsilence-C
Level 10
02-18-2023
10:11 AM
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AON insurance offers such statements. AON is the provider for AICPA members.
