Keeping client information safe in an age of scams and security threats

Sponsored by: Bloomberg BNA, PresentationFolders.com, Sage, Thomson Reuters

This report aims to evaluate the potential risks tax preparers will face during the next busy season. Learn how to combat widespread phishing schemes, guard against phone scams by ferreting out scammers, and secure and protect your clients' personal and financial data. Please fill out this form to instantly receive the report PDF at the email you enter below. By filling out this form you agree to be contacted by our trusted sponsors. (Privacy policy)

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States look to unclaimed property for revenue

This free report outlines the escheat process, common types of AUP, how different states are handling it and how companies can plan for potential audits and liabilities.