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WISP - Updated Data Security Training

Whether you're a solo tax preparer or managing a growing firm, this course helps you build a Written Information Security Plan that protects your business and your clients. Learn how to spot phishing scams, meet IRS and FTC requirements, and turn cybersecurity into a competitive advantage.
  • Learning Method: On Demand
  • Duration:  Less than 45 minutes  
  • Evaluations:  4 Quizzes
  • Certificate: 1 Certificate of Completion
  • Author: R. De Jesús
Learning Objectives:
By the end of the course, you will be able to;
  • Recognize and respond to phishing and ransomware threats.
  • Use IRS Publication 5708 as a strategic compliance tool.
  • Review IRS requirements and the PTIN system declaration.
  • Integrate cybersecurity into daily operations.
  • Review our best practices for handling physical and digital records.
  • Learn about new technologies, emerging challenges, and artificial intelligence (AI).
Benefits of your participation
By registering and participating, you will be able to;
  • Learn without jargon or complications.
  • Protect your clients and your reputation.
  • Gain peace of mind with a compliant security plan.
  • Get practical tools/tips you can use from day one.
  • Comply with the IRS and avoid penalties.
  • Bonus: Online access to the course audio-book.
Guaranteed Security using one of the most advanced encrypted systems on the market.
The information in this page is being processed and encrypted securely using industry-leading encryption and fraud prevention tools.

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