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We all have to have this written digital security plan in place this year as a requirement for our PTINs. Does anyone have a template version they would be willing to share? I keep thinking I can do this myself but now I am not so sure. What are the rest of you doing? Tom Modesto, CA

This document was referenced on the the Tax Book forum as an excellent resource, published by the National Institute of Standards and Technology (NIST) of the U.S. Dept of Commerce and is available at https://doi.org/10.6028/NIST.IR.7621r1 as a 54-page pdf with a sample template in the appendix. I usually don't share things from Drake, but this appears in my google search and appears to not be copyrighted. It is a template available to anyone searching the internet, and this link will launch a 20-page pdf directly from Drake's knowledge base: https://kb.drakesoftware.com/Attachment330.aspx . Both of the links above will launch the pdfs directly, but if you are hesitant to click the links but are comfortable enough if I upload the pdfs here I can do that. Please know that I've clicked both links tonight on both my main desktop and my tablet, neither of which set off alarm bells with any of the three AV software products on either device.

I use the form from AICPA slightly modified for my practice as a sole practitioner. I believe it largely mimics the one from IRS in Pub 4557. It's hard as so much really doesn't seem to apply to the likes of me with a home office and no employees. But my IT guy builds my system and internet protection (don't use wifi for the business computer) and works for several other small to medium sized local accounting and tax firms. I also carry the additional network protection insurance through AICPA and have covered all their requirements. Retirement looks better every single year!