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Data Security Plan Workbook

According to a recent Woodard poll, two-thirds of accountants, bookkeepers, and tax preparers do not have a formal plan to protect their client information.


Experts predict that oversight of data security will increase this year and onward, and non-compliant firms will face potential investigation by the Federal Trade Commission (FTC) with the promise of substantial penalties.


As required by the FTC's Standards for Safeguarding Customer Information, you must have a written data security plan. This Excel workbook, "Data Security Evaluation, Implementation, and Documentation" will assist you in the process, from risk assessment through plan documentation. 


To download your free workbook, complete the form to the right


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