Written Information Security Plan (Summary)
- Risk assessment and documented controls for handling client data.
- Access control and least-privilege handling of taxpayer information.
- Secure intake, processing, storage, and disposal procedures.
- Vendor and third-party tool review for secure processing.
- Incident response procedures for suspected security events.
- Periodic review and updates to security processes.
This summary is provided for client transparency and does not disclose sensitive internal security architecture.