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Security Policy for CPA firms – a template

Facts you need to know on cyber attacksWe have received several enquiries from members of the CPAGold™ program for help with a suggested wording for a Cyber Security Policy as required by the IRS rules.

As you will be aware, there is a lot of information available about this topic.  One of the best white papers is Small Business Information Security: The Fundamentals from National Institute of Standards and Technology from the U.S. Department of Commerce.  Go here.   In Appendix E the whitepaper describes Sample Policy & Procedures Statements.

In addition, Publication 4557 from the IRS – Safeguarding Taxpayer Data – Go here - provides more valuable guidance about obligations concerning the protection of client files and personally identifiable information, reporting a data loss and compliance with the FTC Safeguards Rule.

Part of the obligation faced by a CPA firm is the implementation of a cyber security policy.  To assist our members we have drafted a template (available here ) specifically for a for a CPA firm which we hope you will find useful.

This is a template and should be modified accordingly.  It is intended for educations purposes and not for the purpose of providing specific legal, accounting, or other professional advice to any particular recipient or with respect to any particular jurisdiction. 


Jorgensen & Company are not attorneys and do not offer any form of legal advice. Consult with appropriately qualified local counsel for more assistance. Rickard Jorgensen is President and Chief Underwriting Officer for the CPAGold™ program and may be contacted at (201) 345 2440 or







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