NTA2109. Protecting the Security of Tax Client Information

Session will discuss the importance of protecting your tax client's information, explain what 'Zero Trust' concepts mean when evaluating your firm's practices, and the value gained by regularly demonstrating them with your people and with your clients each year.

Learning Objectives:

• Share best practices in protecting the privacy and confidentiality of client tax information.
• Explain concepts of, and the implementation of a 'Zero Trust' professional practice culture.