Create a Data Security Plan On-Demand Online Workshop



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 Gramm-Leach-Bliley Act
  • 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

Course Details

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 CreditsDesignationField of Study
IRS4AFSPFederal Tax Law Topic
IRS4EAFederal Tax Law Topic
CTEC4CRTPFederal 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.​

Cancellation Policy

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


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