Efficient Advice, LLC
Data Security Plan Questionnaire
Please answer the following questions to the best of your ability. Please indicate if you need clarification or if the requested information does not exist. After completing this questionnaire, please hit the "Submit Answers" button at the end of the form.
Virtual Private Network (VPN)
II) SECURITY SIX
I) COMPANY OVERVIEW
III) CONTINUING EDUCATION (Training)
IV) EMAIL MANAGEMENT
IV) DATA LOSS THEFT AND RECOVERY PLAN
V) BUSINESS CONTINUITY PLAN
VI) PROFESSIONAL INSURANCE POLICY
VI) COMMUNICATION PLAN
Congratulations for taking the first steps in creating your data security plan, protecting your customers' information, and stay in compliance with the IRS regulations while maintaining your income tax business.
Let's get to work! We have created this questionnaire to facilitate your efforts in collecting this needed information.
Please, do not hit the "Submit Answers" button until you fully complete the survey. If it will be easier to complete offline, download the file format more convenient to you, complete it and email it to us. The instructions are included in the file.