Alert: The safeguards rule contained in the Gramm-Leach-Bliley Act was amended in December 2021. The amendments will be applicable beginning June 9, 2023.
Gramm-Leach-Bliley Act Information Security Plan Template
According to the Federal Trade Commission (FTC) safeguards rule, tax preparers must implement security plans to protect client data. Failure to do so may result in an FTC investigation. Learn how to comply with these rules and read more guidance on data security in IRS Publication 4557, Safeguarding Taxpayer Data.
As a best practice, download and customize
Download the Gramm-Leach-Bliley Act Information Security Plan Template
File name: gramm-leach-bliley-act-information-security-plan-template.docx