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Client Data Protection Archives - SkillAbility

CPA firm tax professionals turning a Written Information Security Plan into secure staff behavior for MFA, phishing verification, client-data handling, approved tools, and incident reporting

21 Aug

WISP Training for Tax Professionals: Turn Your Written Security Plan Into Staff Behavior

Accounting Workforce Development / Tax Advisory

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 21, 2026 | 27-minute read TL;DR — The Short Answer WISP training should turn every security requirement in the firm’s written information security plan into observable employee behavior. Tax professionals are high-value targets because they hold

Client Data Protection Archives - SkillAbility

WISP Training for Tax Professionals: Turn Your Written Security Plan Into Staff Behavior

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