Publication 5417 (5-2020). Basic Security Plan Considerations for Tax Professionals (Spanish Version)-2026

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 ensures you have a comprehensive understanding of your clients.
3. Establish employee protocols by filling out sections related to new employees, such as training requirements and access levels. For departing employees, ensure you document the revocation of access to systems and physical locations.
4. In the password protection section, specify guidelines for creating strong passwords. Include criteria like length, use of uppercase/lowercase letters, numbers, and special characters.
5. Document your encryption practices for files and emails. Indicate the antivirus software used and firewall protections established to safeguard sensitive information.
6. Outline procedures for proper disposal of files and devices. Ensure that all data is securely deleted from computers, printers, USB drives, etc.
7. Finally, review your insurance coverage details and include contact information for reporting any breaches or incidents.

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