Lock, Secure, Comply: Tax Pro Safety System
www.onetouchtaxes.net

Lock, Secure, Comply: Tax Pro Safety System

$47.00
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The BIGGEST tax BOSS

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Lock, Secure, Comply: Tax Pro Safety SystemThe simple, done-for-you security bundle every tax professional needs to protect client data and stay compliant with IRS Publication 4557. This system gives you the exact templates, forms, and procedures required to keep your tax office secure — without guessing, without overwhelm, and without expensive compliance consultants. Whether you work solo, manage a team, or outsource to virtual contractors, this kit helps you organize, protect, and document your entire data-security process. What’s Inside: ✔ Editable WISP (Written Information Security Plan) A beginner-friendly, ready-to-customize policy that outlines how your office protects client information. ✔ File Storage SOP Simple, step-by-step instructions for naming, storing, uploading, and securing client files. ✔ Team Acknowledgment Forms (2 versions) Virtual Contractor version In-Office/Data Entry versionDesigned to clearly document staff compliance and protect your business. ✔ Acce

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