TAX TIPS: Tips for Tax Preparers to Protect Data

The IRS offers tips to tax preparers to protect their clients' information. The agency is working with its Security Summit partners on an effort called "Protect Your Clients; Protect Yourself: Tax Security 101." For more information, go to

The guide outlines ways tax preparers can protect client data.

Tax preparers should:

  • Preparers should review their businesses' internal processes and:
    • Install anti-malware and anti-virus security software.
    • Develop longer, more complex passwords.
    • Encrypt sensitive files and emails.
    • Back up sensitive data to safe, secure external sources.
    • Restrict data access only to employees who are directly involved in preparations.

* This information is not intended to be a substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax advisor.

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