MYCPE ONE

Cybersecurity for Tax Professionals: Safeguarding Client Data 1 Credit 1 Credit

Cybersecurity for Tax Professionals: Safeguarding Client Data 1 Credit 1 Credit

  • Rating

    4.7

  • Published on

    June, 2025

  • Subject Area

    Information Technology

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  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Discuss major cybersecurity threats targeting tax professionals and their firms.
  • Identify common cyber-attack tactics used to access sensitive data.
  • Analyze typical data breach scenarios and their organizational impacts.
  • Explain key components of a Written Information Security Program (WISP).
  • Differentiate steps in building an effective incident response plan.

Course Overview

Imagine a data breach that compromises your clients’ sensitive financial information—could you have prevented it? In today’s digital world, tax professionals are prime targets for cybercriminals. This CPE course offers you with the essential tools and knowledge to recognize, prevent, and respond to cyber threats before they compromise your operations.

Whether you’re a seasoned preparer or just starting out, this CPE course will enhance your cybersecurity confidence and help secure your clients’ trust. We’ll guide you through real-world cyberattack scenarios and equip you with the skills to build a Written Information Security Program (WISP) and a solid incident response plan. You'll explore how cybercriminals infiltrate systems, how to spot vulnerabilities, and what to do if a breach occurs. Protecting sensitive data isn't just good practice—it’s vital to your reputation and compliance.

Major Topics:

  • Cybersecurity Threats and Trends
  • Common Cyber Attack Tactics
  • Navigating Data Breach Scenarios
  • Building a Secure WISP
  • Incident Response Plan Essentials

Join us for this CPE Information Technology webinar that equips you with the tools to protect your business from cyber threats. Gain practical strategies to secure sensitive data and strengthen your cybersecurity defenses.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02534-25-S) 1 CE Approved
Information Technology for Certified Fraud Examiner (CFE) 1 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 1 CE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Technology in Treasury for Certified Treasury Professional (CTP) 1 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CPE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02534-25-O) 1 CE Approved
Information Technology for Certified Fraud Examiner (CFE) 1 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 1 CE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Technology in Treasury for Certified Treasury Professional (CTP) 1 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CPE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved

Additional Information

Credit

1

Credit

1

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. (MY-CPE LLC 1600 Highway 6 South, Suite 250, Sugar Land, TX 77478, Email: support@my-cpe.com, Phone: 646-688-2884)

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC, in accordance with the standards set forth in Circular 230 section 10.6, grants Continuing Education (CE) credits based on a 50-minute contact hour. As an IRS-approved CE provider, MY-CPE offers CE credits for Enrolled Agents (EA), Annual Filing Season Program (AFSP) participants, Tax Professionals, and Enrolled Retirement Plan Agents (ERPA), ensuring compliance with all regulatory requirements and supporting the maintenance of their professional credentials. (MY-CPE LLC 1600 Highway 6 South, Suite 250 Sugar Land, TX 77478, Email: support@my-cpe.com, Phone: 646-688-2884)

Advance your IT audit career with MYCPE ONE’s tailored courses for CISA professionals. Our online ISACA CPE courses make earning your CISA CPE credits simple and hassle-free. We’re committed to keeping you current with the latest industry standards and best practices. Whether you’re enhancing your skills or meeting certification requirements, our expertly crafted courses provide the knowledge and practical tools you need to succeed. Start your journey with us today!

About Instructor

Hayley Bales

Hayley Bales | EA

Marketing Communications Specialist, Protection Plus

  • 4.7
  • rating
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Hayley Bales is an Enrolled Agent (EA) and the Continuing Education Specialist at Tax Protection Plus in Winston-Salem, NC. She creates and teaches curriculum for tax professionals across the nation. Hayley holds a Bachelor's degree in Communication Studies from the University of North Carolina at Greensboro and has a strong background in effective communication. Her experience as a speech coach at UNCG further honed her teaching and public speaking skills. In her current role, Hayley designs targeted training programs that enhance the skills and knowledge of tax professionals, helping Protection Plus share valuable insights with the tax and accounting industries. A talented writer, Hayley regularly contributes to the NATP monthly publication and has been featured in several communication journals. She specializes in cybersecurity and audit resolution, bringing essential expertise to her field.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (77%)

Very Good (19%)

Average (3%)

Poor

Terrible

HR

Harriet Reiter, CPA (US)

5

good class

Christopher Tomasino

Christopher Tomasino, AFSP

5

GOOD JOBS,

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Cybersecurity for Tax Professionals: Safeguarding Client Data

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The MYCPE ONE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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