IRS rules require a written information security program-WISP. Does having Pro Series mean that you are in compliance? If not, what do Pro Series users have to do to be in compliance?
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The rule has nothing to do with the tax software you are using. It is a written plan for your office on your plans for data security. See this link:
Drake offers a template https://www.drakesoftware.com/content/easy-steps-to-create-your-mandatory-tax-office-security-plan-s...
If you belong to a tax preparer or accountant organization they may have material to help you with this...
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