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Free cpe webinars
Client Privacy & Data Security: Tax Professionals’ Obligations & Best Practices

CLIENT PRIVACY & DATA SECURITY: TAX PROFESSIONALS' OBLIGATIONS & BEST PRACTICES

This webinar was previously titled PROTECTING CLIENT PRIVACY: OBLIGATIONS AND BEST PRACTICES FOR TAX PROFESSIONALS
Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 26, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Cybersecurity
Course Description

As a tax professional, safeguarding client data and privacy is crucial. Join Pete Lindstrom, Systems Security Manager at Drake Software, in this webinar as he explains the fundamental obligations and policies governing consumer privacy and their application to tax professionals. Gain key insights and tips for implementing best practices to ensure data safety in your firm.

Learning Objectives:


  • Define the fundamental obligations and policies governing consumer privacy

  • Label the personal data governed by privacy laws and understand how to store it securely

  • Identify special situations in handling client data and best practices for ensuring data safety in a tax professional's firm

  • List key tips for implementing best practices to safeguard client data and privacy

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Pete Lindstrom

Drake Software
Systems Security Manager
[email protected]
(563) 344-9613

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Pete Lindstrom is a cyber strategist, innovator, and economist with Drake Software. He has extensive expertise in cybersecurity but is best known as an authority on strategic cybersecurity topics such as metrics, estimating risk, and measuring the benefit of security programs. He focuses on applying these core economic and risk management principles to new cybersecurity architectures and platforms.

Pete has over 25 years of industry experience as an IT auditor (PwC), IT security practitioner (Wyeth), and industry analyst (IDC). Pete served as an officer in the U.S. Marine Corps and received a bachelor’s degree in business administration (Finance) from the University of Notre Dame.

About Our Presenter

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Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake is also consistently recognized for excellence in quality, value, and reliability. As part of its commitment to innovation and customer success, the company has continued to expand product offerings, integrations, and customer-service efforts—more than doubling its customers over the past decade.