Lock, Secure, Comply: Tax Pro Safety System

Lock, Secure, Comply: Tax Pro Safety System
The simple, done-for-you security bundle every tax professional needs to protect client data and stay compliant with IRS Publication 4557.

This system gives you the exact templates, forms, and procedures required to keep your tax office secure — without guessing, without overwhelm, and without expensive compliance consultants.

Whether you work solo, manage a team, or outsource to virtual contractors, this kit helps you organize, protect, and document your entire data-security process.

What’s Inside:

✔ Editable WISP (Written Information Security Plan)

A beginner-friendly, ready-to-customize policy that outlines how your office protects client information.

✔ File Storage SOP

Simple, step-by-step instructions for naming, storing, uploading, and securing client files.

✔ Team Acknowledgment Forms (2 versions)

• Virtual Contractor version

• In-Office/Data Entry version
  Designed to clearly document staff compliance and protect your business.

✔ Access & Password Tracker (Google Sheet)

A clean, organized tracking system to manage logins, permissions, and access levels.

✔ Instructions for How to Use & Customize Each Template

Perfect for beginners — follow the steps and you’re fully set up.

Who This Is For:

This system is ideal for:

• New and established tax professionals

• EROs and PTIN holders

• Virtual tax offices

• Service bureaus

• Solo preparers with contractors

• Any office handling sensitive client data

If you want simple, clear compliance without stress, this bundle is for you.

Why Tax Pros Love This System:

• No confusing legal language

• No technical experience required

• Fully editable and reusable

• Designed specifically for tax preparation workflows

• Helps you stay aligned with IRS data-security expectations

• Saves hours of guesswork and protects your business

How It Works:

1. Open the templates using the links inside your eBook

2. Make a copy of each file

3. Customize your business name and details

4. Update your team and save the final versions in your office files

5. Reuse the system every year during your annual review

Your office deserves to be safe, secure, and compliant.

This system gives you everything you need — in one place, fully organized, and ready to use.

Add it to your cart and secure your tax office today.