Written Information Security Plan for Tax Preparers W-12

We have partnered with an MSP, RushTech Support, very specifically to provide services to Tax Preparers in and around compliance….read on.

On the W-12 , the IRS requires a written information security plan for accountants to protect clients’ data. Having a written information security plan is required because once implemented properly it helps you take the right steps to practice good security.

Image of W-12 with Box 11 Data Security Responsibilities

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RushTech’s free information security plan template, which you can download for free by filling out the form, covers topics that range from:

  •  Antivirus protections
  • Two-factor authentication
  • Password
  • Cybersecurity
  • Employee training
  • Steps to take in the case of a data breach.