Taxpayer Data Security and Privacy Rules for Tax Preparers

Tax preparers handle sensitive financial and identity information. Protecting taxpayer data is a legal and professional obligation.

Minimum security practices

• Use MFA on email, portals, tax software, and payment systems.
• Keep devices encrypted, updated, and protected by screen locks.
• Use secure portals or encrypted transfer for taxpayer documents.
• Do not share or use taxpayer information without proper consent.
• Maintain an incident response process for data concerns.

Official references

Network standard: Use approved systems for client data and report suspected security incidents immediately.