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    Client Newsletter or Web Site Template

    Template This is a template that practitioners can submit to their clients that explains SAS No. 115 and internal control reporting
    Published on December 06, 2012

    Protecting Client Data Is My Firm At Risk

    Checklist A simple checklist intended to quickly assess whether your firm is at risk of exposing your clients’ sensitive personal data
    Published on May 04, 2010

    Identifying Clients for Privacy Services

    Checklist This checklist helps you identify clients ready for an initial privacy assessment
    Published on May 21, 2010

    Internal Revenue Code

    Overview IRC Section 7216 prohibits anyone who is involved in the preparation of tax returns from knowingly or recklessly disclosing or using tax-related information
    Published on March 07, 2013

    SAS No. 115 Client Talking Points

    FAQ A summary of talking points a CPA can use with clients when discussing SAS No. 115, evaluation and communication internal controls in a audit
    Published on December 06, 2012

    SAS 115 Educate Your Client Letter (Word)

    Template This is a template letter for CPAs to use with clients to explain SAS No. 115 and how to evaluate and communicate internal controls in a audit
    Published on December 06, 2012

    SAS No. 115 Client Newsletter or Web Site Template

    Template This document is provided for IT Section members and designed for practitioners to communicate the impact of SAS No. 115 to their clients via the member’s newsletter, Web site, or other marketing communications
    Published on May 14, 2010

    SAS 115 Client Communication on Deficiencies

    Sample Letter This template document is intended for IT section members to use to communicate identified significant deficiencies or material weaknesses that are based on the sample communication outlined in the SAS No. 115.
    Published on May 28, 2010

    Do Your Clients Have a Proactive Disaster Plan

    Presentation This will be a review of a proactive disaster plan and a practical approach to business continuity.
    Published on November 21, 2012

    20 Privacy Questions to Ask Your Client

    Checklist This document contains 20 questions to ask your clients about privacy
    Published on February 08, 2013

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