Cybersecurity is a huge issue for tax pros and something we all need to address.

After completing this course, you should be able to:

  • Assess the risk of client data theft within your tax business
  • Take appropriate steps to avoid client data theft
  • Build a written cybersecurity plan for your tax business


As always, our goal is to provide not just "book learning," but actionable training that helps you help your real clients in.

We also provide you with a cybersecurity template and an example plan as part of this course.

What Our Students Are Saying

Greg Haas

5 star rating

“Very worthwhile course. Very well presented and very thorough in scope. Every practitioner should take this course!”

“Very worthwhile course. Very well presented and very thorough in scope. Every practitioner should take this course!”

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Raquel S. Garcia

5 star rating

“This was so very helpful to me...I had no idea where to begin, and I'm so happy I actually completed this training. I was surprised to check off a few of the things on the list!!! Thanks Pronto, I really enjoy your trainings. ”

“This was so very helpful to me...I had no idea where to begin, and I'm so happy I actually completed this training. I was surprised to check off a few of the things on the list!!! Thanks Pronto, I really enjoy your trainings. ”

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Sally Fonner

5 star rating

“I really liked the no-nonsense approach to this critical problem! I found it very detailed and on-point, with great links.”

“I really liked the no-nonsense approach to this critical problem! I found it very detailed and on-point, with great links.”

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Course curriculum

  • 01

    Getting Started

    • Before You Start, PLEASE READ THIS!

    • Getting Started Quiz

  • 02

    The Materials

    • Glossary

    • Cybersecurity Training with Guillermo Aquino (VIDEO)

    • Cybersecurity Training with Guillermo Aquino (SLIDES)

    • Review Questions

    • Exam Questions

    • Cybersecurity Plan Template

    • Example Cybersecurity Plan for Small Tax Business

  • 03

    Final Steps

    • IMPORTANT --> Finalizing Your CE / CPE Credits, Hours Reporting Timeline, Etc.

    • 5 Minute Feedback