Data Security Plan for Your Tax Business

As a tax business owner, you have access to a lot of sensitive financial and personal information. With the increase in cyber attacks, it is essential to have a robust data security plan to protect your clients’ data. A data breach can not only damage your reputation but also lead to legal and financial consequences. In this blog, we will discuss the steps you can take to create a data security plan for your tax business.

Identify Sensitive Data

The first step in creating a data security plan is to identify the types of data that need protection. Tax businesses have access to sensitive financial information, including social security numbers, tax ID numbers, and banking information. Make a list of all the types of data you collect, store, and transmit, and rank them according to their sensitivity level.

Assess Risks

The next step is to identify the potential risks to your data. Cybercriminals can exploit vulnerabilities in your computer systems, employees can accidentally leak data, and natural disasters can damage your physical infrastructure. Conduct a risk assessment to identify all the potential risks and their likelihood of occurring.

Implement Security Measures

Once you have identified the risks, it’s time to implement security measures to protect your data. Some security measures you can implement include:

  • Password policies: Enforce strong password policies, including password length and complexity requirements, and require employees to change passwords regularly.
  • Data encryption: Encrypt sensitive data both in storage and during transmission.
  • Firewall and anti-malware software: Install firewalls and anti-malware software to protect against cyber attacks.
  • Employee training: Train your employees on how to identify and avoid phishing scams, how to create strong passwords, and how to handle sensitive data.
  • Access controls: Restrict access to sensitive data to authorized personnel only.

Monitor and Test Security Measures

Implementing security measures is not enough; you need to monitor and test them regularly to ensure they are effective. Conduct regular security audits and penetration testing to identify any vulnerabilities in your systems. Additionally, monitor your network and systems for any suspicious activity that could indicate a data breach.

Respond to Data Breaches

Despite your best efforts, a data breach can still occur. It’s essential to have a plan in place to respond quickly and effectively to a data breach. Your plan should include steps such as:

  • Containing the breach: Isolate the affected systems to prevent further damage.
  • Notifying affected parties: Inform your clients and any regulatory bodies of the breach.
  • Investigating the breach: Determine the cause of the breach and the extent of the damage.
  • Remediation: Take steps to fix any vulnerabilities and prevent future breaches.

In conclusion, a data security plan is essential for any tax business that handles sensitive financial and personal information. By identifying the types of data you collect, assessing risks, implementing security measures, monitoring and testing, and responding to data breaches, you can protect your clients’ data and your business’s reputation. Remember, data security is an ongoing process, so make sure you review and update your plan regularly to stay ahead of emerging threats.

Things to Consider before buying Professional Tax Software?

When it comes to tax season, having the right tools can make all the difference in getting your taxes done efficiently and accurately. Professional tax software is a popular choice for many small business owners and self-employed individuals because it can streamline the tax preparation process and provide helpful features such as error checks and tax code updates. However, before you decide to purchase professional tax software, there are a few things you should consider to ensure that you get the best product for your needs.


The first thing to consider is whether the software is compatible with your computer or device. Most professional tax software is available for both Windows and Mac operating systems, but it’s always a good idea to double-check before making a purchase. You should also consider whether you need a desktop version or a cloud-based version, as this will impact which devices you can use the software on.


Different professional tax software products offer a variety of features, so it’s important to consider which ones are important to you. Some common features to look for include error checking, tax code updates, and the ability to import data from previous tax returns. If you own a small business, you may want software that includes features specific to business tax preparation, such as the ability to track expenses and generate reports.

Ease of use:

No matter how feature-rich a tax software product is, it won’t do you much good if it’s difficult to use. Consider the user interface and whether it’s intuitive and easy to navigate. You should also consider whether the software includes helpful resources such as tutorials or customer support.


Professional tax software can range in price from a few hundred dollars to over a thousand dollars. It’s important to carefully consider your budget and weigh the costs against the features and benefits of each product. You should also consider whether the software includes additional fees for features such as state tax preparation or the ability to file multiple returns.


When it comes to tax software, security is a top concern. You’ll be entering sensitive financial information into the software, so it’s important to ensure that the product you choose has strong security measures in place to protect your data. Look for software that uses encryption to secure your data and has a track record of keeping customer information safe.

Reviews and ratings:

Before making a purchase, it’s always a good idea to do some research and read reviews from other users. Look for software that has a good overall rating and pay attention to comments about specific features or customer service. This can give you a better idea of what to expect from the product and whether it’s a good fit for your needs.

In conclusion, there are several things to consider before buying professional tax software. From compatibility and features to ease of use and cost, it’s important to carefully evaluate your options to ensure that you get the best product for your needs. By taking the time to do your research and read reviews, you can find a tax software product that will help you get your taxes done efficiently and accurately.

Mobile App For Your Tax Office

There are many benefits to starting a virtual tax business. One of the main reasons is that it is much cheaper than opening a brick-and-mortar office. You also have more freedom in terms of where you work from and what hours you work. Also, Tax preparers are in very high demand as the complexity of tax law continues to grow. As a result, many people need help with their taxes.

The downside to running a virtual tax business is that there are some limitations when it comes to the services offered. This is where technology comes in. Our brandable mobile app lets your customers send their tax documents from anywhere.

As we look at what the coronavirus has done, you can’t help thinking about your own tax business. You might have lost money because of the quarantines, and some won’t recover from it. For people who did manage, how do you plan on protecting yourself from something similar happening again? Perhaps it’s a bit extreme, but you should always be prepared for the unexpected.

This article will explore one of the best tools – the” Taxes to go mobile app” that can help launch your virtual tax business or add significant value to your existing brick-and-mortar tax office.

Branded Mobile App For Your Tax Office

Your virtual tax business can be an extension of your tax office. You’ll be able to add any customizations you’d like, including your office name and logo. We’re committed to helping you showcase your brand in an original way, so you can make sure your tax business stands out from the crowd.

Sharing Your App

Any encounter that you have is a potential customer. With our mobile app, you aren’t limited to foot traffic anymore. You can reach any market across the country; there is really no end to the number of customers you can attract.

Simply share the branded custom link to your mobile app with your potential customers, and they will complete a web form with their basic information. Once they complete the web form, they will receive an SMS text with a link to be able to download your branded mobile app.

Driver Lisence & Selfie

We wanted to decrease the amount of work from your customers and make the experience more enjoyable. By scanning their license, they can pre-fill most of the personal data.

On top of the added encryption, we also wanted to add more security so you, as the tax return preparer, can verify that the person submitting the documents is the customer. So we added Selfie to the process. So once your customer uploads their driver’s license, the app will ask them to take a selfie.

Scan Documents & E-signature

Your customers can simply snap a picture of their tax documents and upload them in the app. Once they submit all the information in the app, you will be able to view them in your tax software. From here, you can work on completing their tax return.
Once you are done with the tax return, you can request a signature from your tax software, and your customers will be able to review their tax returns and sign the tax return directly from the app.

How to Video

Click the link below to watch the video on our taxes-to-go mobile app. You can also share the video link with your customers to help them navigate the app. You can also visit to learn more about the app.

7 Marketing Tips To Grow Your Tax Business

As a tax professional, you understand the importance of marketing to grow your business. But with so many marketing channels and strategies available, it can be difficult to know where to start. To transition from a side gig to a full-time business, you need to market your tax business and grow your practice without spending thousands of dollars marketing. Consider these seven ways to market your tax business to attract clients and increase sales:

Build your brand

Building a great brand can take time, so be patient, but once established, it will last for decades. A strong brand will help you attract clients, negotiate better rates from vendors and charge higher fees. Your brand should be memorable and consistent across all your marketing materials.

As a tax professional, the best way to build your brand is by having a strong focus on your customers and their needs. This means understanding what they want and what they need. It also means ensuring you have the right mix of products or services for them at the right price point so you can compete in the marketplace and dominate the space. The market will come to you if you put yourself in their shoes and meet their needs.

You might also want to consider your unique selling proposition (USP). Your USP is the one thing that makes your business stand out from the crowd. What is it that you do that others don’t do? What is it that makes you different from everyone else? Why would someone choose to work with you over someone else? If you don’t know your USP, it’s time to create one.

Create a marketing plan

A marketing plan is a written document outlining how you’re going to market your business. The best marketing plans are specific, creative, and consistent. A marketing plan should outline how you will market your business, who you will market to, how you will market to them, and how you will measure your results. It should also include a timeline of when you expect to see results. Your marketing plan should be updated on a regular basis to keep up with the current trends in your industry. It’s also important to note that a marketing plan is fluid and can change based on your current situation. You might have a great marketing plan, but if you don’t follow it, you won’t see any results. Marketing is not a one-time thing. You must consistently follow through with your plan if you want results.

Research your competition

Before choosing how you want to market your business, you first need to research your competition, such as other tax businesses and tax professionals in your area. What are they doing to market their business? How are they different from you? What are they doing well? Where could they improve? By researching your competition, you can better understand what your competitors are doing to win the hearts and minds of your potential clients. It will also help you figure out what you should be doing but may not have considered.

There are many different ways you can do this, but some of the best include: visiting your competitors’ websites, attending seminars hosted by your competitors, reading posts written by your competitors, and joining forums related to your industry. By researching your competition, you’ll gain valuable insight into your potential clients’ thinking and how they’re being persuaded. It’ll also help you determine what your weaknesses are compared to your competitors. This will give you valuable insight into how you can improve your marketing strategy moving forward.

Invest in digital marketing

Digital marketing is a great way to market your business without having to spend a lot of money. It’s been proven that the best way to market your business is to focus on your target market, not what you want. Digital marketing can help you accomplish this. You can use digital marketing to market your business in many different ways. As a tax professional, you might consider creating and publishing blog posts related to taxes and accounting. You might also want to consider creating an email marketing campaign. If you want to get even more advanced, you could try creating an influencer marketing campaign and/or a paid social media campaign. Be sure to research which digital marketing tactics are best for your business. You can also hire a digital marketing agency to help you develop a digital marketing strategy.

Utilize word-of-mouth marketing

Word-of-mouth marketing is one of the best ways to market your tax business. This is different than referral marketing because it’s not something you plan; it just happens naturally. You can encourage word-of-mouth marketing by creating an amazing customer experience and providing great customer service. There are many ways you can encourage word-of-mouth marketing. You might want to consider creating a rewards program for your clients. Give them a discount or higher-than-average service on their next tax return. You could also consider creating an ambassador program. This is where you select a few of your most loyal customers and give them a special title. You might also consider hosting an online webinar with giveaways and inviting your clients to attend. This will give your clients a chance to learn more about you and your business and will encourage them to share the webinar with others.

Host events and workshops

Hosting events and workshops is another great way to market your business. They’re great for meeting potential clients and networking with people in your industry. As a tax professional, you can host events like tax workshops or roundtable discussions, attend conferences related to your industry, or speak at events in your local community. Hosting events and workshops can drive traffic to your website and position yourself as an industry leader. Another great thing about hosting events and workshops is that they don’t cost a lot of money to put on. You can host an event or workshop at your office, at a local coffee shop, at a local library, etc. You can also host events online for an even cheaper price. The cost of putting on an event or workshop is usually less than $100, a very small price to pay for new clients and positive public relations.

Give back to your community

Giving back to your local community can be a great way to market your tax business. It will allow you to connect with your local community and positively impact the people living there. Giving back is important because it’s the right thing to do and will help build your brand. It will also make you more memorable to clients and potential clients. You can give back to your local community in a few different ways. You might consider volunteering at a non-profit organization or hosting a charity event. Giving back to your community doesn’t have to cost a lot of money. It’s important to allocate some time to give back to your community, even if it’s just a couple of hours a month.


Marketing your tax business is challenging but necessary if you want to turn your side gig into a full-time business. There are many different ways you can market your business, but you must pick the tactics that best fit your business. You must also consistently follow through with your plan if you want to see results.