Social Security numbers, bank details, years of returns — your firm is a target. Join this webinar to learn how to protect client data, stay IRS compliant, and prevent the breaches that cost firms money, clients, and reputation.
What you’ll walk away with
No jargon and no IT degree required. This session translates cybersecurity into the practical steps a tax practice can actually take.
Your clients trust you with their identities. Learn how to keep that information locked down wherever it lives.
Data security isn’t optional for tax pros. Understand what’s expected of your firm and how to show you’re meeting it.
One incident can mean lost clients, recovery costs, and a damaged reputation. Learn to stop problems before they start.
What’s included
Your team learns the material, tests what they know, and comes away with proof. You get documented records of the training.
A take-away guide to the session’s security practices, for reference long after the webinar.
A check of what each employee learned, so you know the training actually landed.
Awarded to every employee who passes the assessment.
A record of your team’s training results, so you can show your firm took data security seriously.
■ Included for every participating employee
Who should attend
Whether you run a solo practice or manage a growing team, the risks are the same — and so are the responsibilities.
Wearing every hat, including IT.
Accountable for the whole practice.
Protecting credentials and clients.
Setting the habits the team follows.
Final line · Sign here
The live session runs Saturday, November 14, 2026 at 3:00 PM CST. Reserve your free seat and we’ll send everything you need to join.