PLM: Protect Your Clients. Protect Your Practice Essential Security Tips for Tax Professionals (NNEcEA)
IRS Stakeholder Liaison will be holding a virtual Practitioner Liaison Meeting on May 12th from 9:00-11:30 a.m. for tax practitioners from Maine, New Hampshire, and Vermont. We will be discussing key IRS news and updates, answering questions, and gathering feedback.
🔐 Data Breaches & Identity Theft
• Act fast if a breach is suspected
• Watch for duplicate filings or rejected returns
• Use IRS IDT tools (Form 14039)
• Protect PTIN, EFIN, and client records
💻 Secure Online Accounts
• Enable Multi-Factor Authentication (MFA)
• Use strong, unique passwords
• Identify phishing emails
• Secure tax software & client portals
📱 Social Media Awareness
• Avoid sharing sensitive info
• Review privacy settings regularly
• Monitor for impersonation scams
📰 IRS Updates for Tax Pros
• Stay current on IRS alerts
• Monitor changes affecting preparers
• Use IRS tools to safeguard your practice
Meeting ID: 299 059 903 576 690
Passcode: pV6Vi2TK