WHY DO YOU NEED A WRITTEN INFORMATION SECURITY PLAN?

IT’S THE LAW

  • IRC §7216
  • Gramm-Leach-Bliley Act
  • Federal Trade Commission Financial Privacy & Safeguards Rule

“…requires companies to develop a written information security plan that describes their program to protect  customer information.”

“…all businesses regardless of size, that are “significantly engaged” in providing financial products or services…professional tax preparers…”

BECAUSE…

  • YOU WANT TO PROTECT YOUR CLIENTS’ DATA
  • YOU WANT TO KNOW YOUR ASSETS ARE SECURE
  • YOUR CYBER-INSURANCE PROVIDER MAY REQUIRE IT
  • YOU DO ONE TAX RETURN FOR A FEE…