Create a Data Security Plan On-Demand Online Workshop
4 CPE for AFSP, EA, CPA, CRTP
Premium: $0 | Professional: $114 | Basic: $144 | Nonmember: $152
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Locking down and securing your digital assets and information is no longer a suggestion; it is now a requirement. Is your firm in compliance? Do you have a properly set up and deployed security plan? We will be discussing both cyber security-related concerns as well as a drafting a policy manual in a hands-on lab. Use our handouts and leave with a fully drafted plan.
Upon completion of this course, you will be able to:
- Understand basic terminology related to data security and how it applies to the tax preparation industry
- Understand the
- Be able to execute a plan to protect your client data
- Understand how to maintain and validate your plan on a regular basis
- Understand both hardware and software threats
This workshop includes handouts that contain supplemental information and access to the workshop recording.
Please note, this online workshop was presented at TaxCon as
Cybersecurity and Protecting Digital Assets.
Presented by: Brad Messner, MBA, EA
Course Year: 2020
Duration: 4 credit hours
Course Level: Intermediate
Prerequisite: Knowledge of and experience with basic information security
Advanced Preparation: None
Delivery Method: QAS Self-Study
|CPE Credits||Designation||Field of Study|
|IRS||4||AFSP||Federal Tax Law Topic|
|IRS||4||EA||Federal Tax Law Topic|
|CTEC||4||CRTP||Federal 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 also must successfully pass the course exam with a score of 70% or better.
The course and exam will expire one year from the date of purchase.
Because this is an online education offering, it is nonrefundable.