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?
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...
You have clicked a link to a site outside of the ProConnect Community. By clicking "Continue", you will leave the Community and be taken to that site instead.