Taxpayer Data Security
Protect your firm and your clients by building a rigorous taxpayer data security framework. This course examines the full range of information security threats targeting tax practices and explains practical solutions to counter them. You will review safeguards recommended by the Federal Trade Commission and the IRS, evaluate available security technologies, and learn how to respond decisively to a data breach. By understanding how hackers penetrate systems, you can implement defenses that reduce exposure and preserve client trust.
Format
PDF Course
Course Lists
Duration
2 Hours
Course Information
Author: Steven Bragg
Course Number: TX1047
IRS Program Number: 72821-T-00094-25-S
Learning Objectives
- Recognize the different types of attacks that hackers use to access taxpayer data.
- Recall the types of insiders who can threaten information security.
- Recognize the prevention techniques used to protect against downloading malware.
- Specify the characteristics of a typical phishing email.
- Recall the indicators of data theft.
- Recall the best practices for keeping your computer infrastructure secure.
- Recognize the requirements of the FTC Safeguards Rule.
- Specify the notices required by the FTC when you plan to share non-public personal information with nonaffiliated parties.
Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Taxes
Prerequisites: None
Advance Preparation: None
Latest Review Date: June 2025
Program Registration Requirements: Click on the Enroll button to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.