As tax practices adopt more digital tools, automation and AI-assisted workflows, strong security practices become even more important. Before firms evaluate new technology or expand how they use client data, they need a clear understanding of the safeguards, systems and processes that protect taxpayer information, the practice and its clients.
This session will explore the security foundation tax professionals need to support responsible technology adoption, including written information security plans (WISP), access controls, multi-factor authentication (MFA), encryption, endpoint protection, backups and incident response planning. Attendees will learn how these safeguards interact with AI and automation. They’ll also learn practical steps to strengthen firm readiness and maintain operations while protecting taxpayer information and preserving client trust.
Objectives
Upon completion of this session, you will be able to:
Identify key security safeguards needed to support the responsible use of technology, automation and AI-assisted tools in a tax practice
Recognize how written information security plans, access controls, encryption, backups and incident response planning help protect client data and firm operations
Evaluate practical steps tax professionals can take to strengthen firm readiness before adopting or expanding technology-enabled workflows
