Client Security is No Longer Optional with the New FTC Red Flag Rules for Identity Theft

Most CPAs, EAs and Tax Preparers don’t realize that they are subject to the Federal Trade Commission’s “Red Flag” regulations.  Although these regulations have been in place for some time, enforcement has been delayed until sometime in 2010, giving small firms the opportunity to comply with the regulations. Click here to review the ClientWhys analysis of how these regulations apply to CPAs, EAs and Tax Preparers.

Our lockbox product will be the centerpiece to help prevent identify theft of client documents.  Our analysis of the “Red Flag” rules includes a Free Word Document Template to help you develop your own policy and written rules. The template can be customized to your firm, but acts as the starting point in developing your own Red Flag policy.  More information regarding the “Red Flag” identity theft rules can be obtained from the FTC website.

Try out the many features of our website product by signing up for a free trial. Call 1.800.442.2477 x3 or click here. In just a few minutes, you can create your own online presence and have one of the most powerful marketing tools in the industry.

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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