​Creating and Maintaining a Viable Data Security Plan On-Demand Online Workshop



Premium: $0 | Professional: $126 | Basic: $160 | Nonmember: $168


Locking down and securing your digital assets and information is no longer a suggestion; it is now a requirement. When renewing your preparer tax identification number (PTIN), you’ll be asked to attest to your data security procedures and whether you are aware of your obligation to have a data security plan in place that protects taxpayer information. Is your firm compliant? Do you have a properly set up and deployed security plan? Attend this workshop for a discussion of cyber security-related concerns, and new and upcoming threats. Leave the session with a fully drafted policy manual in a hands-on lab that you can use in your firm.


Upon completion of this course, you will be able to:

  • Identify basic terminology related to data security and how it applies to the tax preparation industry
  • Analyze how the Gramm-Leach-Bliley Act applies to virtual or remote firm operations
  • Execute a plan to protect your client data
  • Update and modify a security plan to account for virtual needs and risks
  • Identify both hardware and software threats, and locate safe and reliable sources to protect yourself against them
  • Migrate to online or in-person operations with confidence that your data is not at risk
  • Speak confidently with a client about your firm's policies and procedures without compromising your confidential plan, but also while building client faith

Course Details

The workshop includes presentation slides, and access to the workshop recording.

​Presented by: Brad Messner, MBA, EA
Course Year: 2023
Duration: 4 Credit Hours
Course Level: Intermediate
Prerequisite: Basic knowledge of and experience with technology information security
Advanced Preparation: None
Delivery Method: QAS Self Study

CPE CreditsDesignationField of Study
AFSPFederal Tax Law Topic
EAFederal Tax Law Topic
CRTPFederal Tax Law Topic

How to Earn CPE

To receive credit for this on-demand online workshop, you must make at least one attempt to answer each of the review questions included with the video. You must also successfully pass the course exam with a score of 70% or better. The course and exam will expire one year from the date of purcha​

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.​​

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