Cybercriminals increasingly target small tax firms because they hold sensitive client data and often lack dedicated IT support. In this session, Jatin Narang, CEO of Verito and a former Microsoft systems engineer, explains why basic security tools are no longer enough and what regulators expect firms to have in place. Attendees will gain clarity on how to build a compliant written information security plan and strengthen everyday safeguards that reduce real risk. You’ll hear practical insights drawn from supporting tax and accounting firms so you can better protect your practice without adding unnecessary complexity.
This session is sponsored content by Verito.
Objectives
Upon completion of this session, you will be able to:
Develop the essential components of a written information security plan (WISP) to comply with the FTC safeguards rule and IRS requirements
Recognize and defend against the top cyber threats targeting tax firms, including sophisticated phishing, social engineering and ransomware
Duration: 50 minutes Course level: Intermediate Prerequisite:Basic familiarity with tax practice operations and data security risks affecting tax professionals Advanced preparation: None Delivery method: Group Live
