What are some ways that I can protect client data?
- Install anti-malware/anti-virus security software on all devices (laptops, desktops, routers, tablets, and phones) and keep software set to automatically update.
- Use strong and unique passwords of 8 or more characters with a mix of numbers, upper and lowercase letters, and special symbols.
- Password protect all wireless devices. Use a phrase or words that are easily remembered and change passwords periodically.
- Encrypt all sensitive files/emails and use strong password protections.
- Back up sensitive data to a safe and secure external source that is not continuously connected to a network.
- Wipe clean or destroy old computer hard drives and printers that contain sensitive data.
- Limit access to taxpayer data to individuals who need to know.
- Check IRS e-Services account weekly for number of returns filed with your EFIN.
