How do I get certified?
There are two types of Certifications, one for the end user and one tech company.
For Tax Professionals
PTIN CERTIFIED WISP: You will need to use PTIN Security Certified IT Firm to submit a written information security plan on your behalf. They will review the information that is provided and submit to us for final compliance review.
PTIN CYBER SECURITY COMPLIANT: You will need to use a PTIN Security Certified IT Firm to administer policies, and be able to prove compliance with the comprehensive set of standards laid out. A company cannot get certified and administer their own compliance, it must be done by a PTIN Certified IT Firm.
For IT Firms
You will need to undergo an audit from the PTIN Security Group. All employees who handle client data will need to demonstrate aptitude in compliance in all fields of the accounting industry. This includes best practices and requirements from the PTIN Security Group.