Publication 5417 (5-2020). Basic Security Plan Considerations for Tax Professionals (Spanish Version)-2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your client information in the designated fields, including names, physical addresses, email addresses, and bank account numbers. This foundational data is crucial for establishing a secure relationship with your clients.
3. Next, outline employee protocols. Create sections for new employees detailing training requirements and access levels. For departing employees, ensure you specify how to revoke access to physical and digital systems.
4. In the password protection section, provide guidelines on creating strong passwords. Include criteria such as length, use of uppercase and lowercase letters, numbers, special characters, and phrases.
5. Address file encryption and antivirus software usage. Make sure to include a checklist for implementing firewalls and securely deleting sensitive files from all devices.
6. Finally, review insurance coverage details related to security breaches. Ensure you have contact information readily available for reporting incidents.

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