Written data security plan for tax preparers
 Does anyone have a source for a sample plan for a single person office.
 Thanks

[itonewbie · Accepted solution]

Your E&O/cyber liability insurance provider probably has samples you could use.

Google is your friend, as they say:

https://www.google.com/search?client=firefox-b-d&q=cpa+security+plan+sample

https://www.google.com/search?client=firefox-b-d&ei=nA4yXcncB4eukwWnm6q4Bg&q=tax+professional+securi...

[abctax55]

snap....I was gonna' suggest E&O carrier.  Ya beat me.

[itonewbie]

:smile: :+1:

[sjrcpa]

IRS released a checklist in the last wwek or so. That might be useful.

[abctax55]

There's no need to ask twice....if someone is willing to share, they will respond accordingly.

(I'm closing this duplicate thread) Changed my mind & closed the other duplicate thread....