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We all need to have a written information security plan in place. how have yu accomplished this? does Lacerte help with this?

steve34

Level 1

Forum|Forum|2 years ago

August 10, 2023

Question

We all need to have a written information security plan in place. how have yu accomplished this? does Lacerte help with this?

Forum|Forum|2 years ago
August 10, 2023
2 replies
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Lacerte Tax

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IRonMaN

Level 15

Forum|Forum|2 years ago

August 10, 2023

Have you checked out the IRS website?

Security Summit releases new data security plan to help tax professionals; new WISP simplifies complex area | Internal Revenue Service (irs.gov)

Slava Ukraini!

George4Tacks

Level 15

Forum|Forum|2 years ago

August 10, 2023

Lacerte does not specifically help with this. https://proconnect.intuit.com/taxprocenter/practice-management/cybersecurity-basics-for-the-tax-practice/

IRS has a great deal of help. https://www.irs.gov/newsroom/security-summit-releases-new-data-security-plan-to-help-tax-professionals-new-wisp-simplifies-complex-area https://www.irs.gov/tax-professionals/tax-security-2-point-0-the-taxes-security-together-checklist https://www.irs.gov/pub/irs-pdf/p5708.pdf

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