March/April '26 Focus: Tax & Accounting Firm Cybersecurity: Creating Your Written Information Security Plan (WISP)
Available Until
1.00 Credits
Member Price $25
Non-Member Price $40
Overview
Learn how CPA firms can protect sensitive client data and stay compliant with evolving cybersecurity regulations. This article breaks down the key requirements from the FTC, IRS, and state regulations while guiding firms through creating a Written Information Security Plan (WISP). Strengthen your firm's defenses, reduce risk, and ensure compliance with practical cybersecurity strategies designed specifically for tax and accounting professionals.
Register now and take your CPAFocus self-study exam online via the eMaterials section of your My CPE!
Prerequisites
None
Designed For
CPAs in public practice, industry, and financial technology roles
Objectives
- Help CPA firms create a WISP to meet federal cybersecurity requirements.
- Show practical steps for protecting client data through risk management, safeguards, and staff training.
Preparation
None
Notice
Leader(s):
Leader Bios
Kerry Davis
Kerry Davis is the Owner and Principal at SylvanLink IT, a family-owned and operated IT Managed Services practice providing turnkey technology solutions to small and mid-sized organizations in and around Oklahoma. Kerry’s passion is applying technology to enable and grow organizations. At SylvanLink, Kerry has introduced modern tools and business processes to make both SylvanLink and its customers more adaptive, efficient, scalable and secure. His commitment to customer service and responsive, friendly support has been a key success factor in keeping customers productive and happy. Prior to taking the helm at SylvanLink, Kerry successfully led a number of corporate IT organizations as manager or director, and before that, enjoyed a successful IT consulting career.
Non-Member Price $40
Member Price $25