Create a Data Security Plan Online Workshop


Pre-order on-demand Available October

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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

Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible but we may not be able to directly address every question. 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: Group internet based

CPE CreditsDesignationField of Study
IRS4AFSPFederal Tax Law Topic
IRS4EAFederal Tax Law Topic
CTEC4CRTPFederal Tax Law Topic

How to Earn CPE

To receive full credit for this online workshop, you must provide us with at least 70% of the polling words that are communicated by the instructor throughout the workshop. These polling words should be entered in the survey tool that launches automatically when the GoToWebinar window is closed at the conclusion of the workshop. If you are unable to access the survey, polling words can be emailed to​.

Please allow up to 7 days for us to verify attendance and issue certificates.​

Cancellation Policy

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


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