Tax Preparers
Cybersecurity for Tax Preparers
Tax preparers handle sensitive financial data and are required by the IRS to implement security safeguards. Protecting client tax information is a legal requirement.
Top Threats
- • Identity theft using stolen returns
- • Phishing for e-file credentials
- • Ransomware on tax software
- • IRS impersonation scams
- • Insider data theft
How Attacks Happen
- • Phishing for EFIN credentials
- • Weak passwords on tax software
- • Social engineering targeting staff
- • Compromised client portals
- • Fake IRS communications
Compliance Requirements
- • IRS Publication 4557 safeguards
- • FTC Safeguards Rule
- • State tax preparer requirements
- • State data breach notification laws
Is your business exposed?
Security Checklist
- 1.
Enable MFA on all tax software and e-file accounts
- 2.
Encrypt all client tax documents
- 3.
Create written security plan per IRS requirements
Related Industries
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