2023

Data security and professional obligations in a digital world

Source: Western Australia

Published Date: 22 Mar 2023

 

As busy professional advisors, we are constantly seeking more efficient ways of operating. Technology provides many innovative and time-saving tools, but it is important to ensure the products used do not inadvertently result in breaches of professional obligations. This session considers:

  • Protection of client data, particularly when using cloud-based products
  • Obligations and potential exposures in relation to client TFNs
  • Remote access tools and data security
  • Password policies and multi-factor authentication; and
  • Virtual meeting software and potential vulnerabilities.

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

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