Taxpayer Data Security (CPE Course)

CPE Credit: 2 hours

Course Type: Downloaded PDF materials with online test

Price (with PDF Textbook): $25

Course Description
A tax preparation firm stores confidential taxpayer information, which hackers would like to access for personal profit. In the Taxpayer Data Security course, we discuss an array of information security threats and solutions, as well as the safeguards recommended by the Federal Trade Commission and the IRS. We also describe a variety of data security options, as well as what to do if a data breach occurs. In short, the course describes how hackers can access your clients’ data, and how you can prevent them from doing so.
Note: Shares some material with the Information Security for CPAs course.

Author: Steven Bragg

Course Number: TX1047

IRS Program Number: 72821-T-00076-24-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 2024

Program Registration Requirements: Click on "Purchase Course" near the top of this page 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.

AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.