Firms of all sizes, even individual preparers. Anyone with a PTIN.
The template is free to use and to modify as it applies to your company.
In 2021 Tax Preparers during the PTIN renewal process will notice it now states “Data Security Responsibilities: “As a paid tax return preparer, I am aware of my legal obligation to have a data security plan and to provide data and system security protections for all taxpayer information. Check the box to confirm you are aware of this responsibility.”
The IRS requires a written information security plan for accountants to protect clients’ data. Having a written information security plan is required because once implemented properly it helps you take the right steps to practice good security.
Our free information security plan template, which you can download for free by filling out the form, covers topics that range from:
Data Breach Plan