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Data security guides for tax preparers
Short, plain guides to the rules behind your written information security plan. Each guide answers one question. Each one links to the IRS or FTC source it relies on.
Latest guides
Start with the question you have
Safeguards Rule
The FTC Safeguards Rule for Small Tax Offices
Each part of the rule in plain words, plus what's exempt for offices under 5,000 consumers.
PTIN renewal
PTIN Renewal and Your WISP: What Form W-12 Line 11 Says
The exact wording of line 11, what it means for your plan and a 5-step check to do before your PTIN expires.
More guides are on the way. Next up: the 5,000-consumer exception in more detail and what to do after data theft.
Need the full plan?
The Data Security Plan (WISP) Starter Kit helps you close the gaps in one afternoon. You get a fill-in Word plan, a 14-tab workbook, 3 fillable forms, 3 letters and a finished example.
These guides are general information. They are not legal, tax or cybersecurity advice. Ledger Content Studio is not affiliated with or endorsed by the IRS or the FTC.