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Practice Management

Protecting Sensitive Data

Q. What are some steps we can take to make plan data more secure? 

A. The Security Summit, a group composed of representatives of 62 state and private-sector offices as well as the IRS, suggests multi-factor authentication as well as use of additional measures and tools, including: 

  • anti-virus software, set for automatic updates; 
  • firewalls;
  • backup software/services;
  • drive encryption; and 
  • virtual private networks.