After attending this webinar you will understand the requirement for a Data Security Plan and the need to protect your client data by employing various backup strategies. This course offers templates so you can create your own Data Security Plan in less than 2 hours.
Lastly, this course discusses the benefits of suggesting your clients apply for an IP PIN to "lock" their tax returns - No one else can file their return or "steal" their dependents.
19 + years as an Enrolled Agent; 30+ Years as a tax Professional
GAEA President & GAEA Education Chair
Elected member of NAEA Affiliate Council
2018 Recipient of the Lee T. Byrd Outstanding Volunteer Award
2022 Recipient of the NAEA Founders...