Nano Course: Privacy Obligations in CPA Practice

About the course

Misunderstandings about who can access client information often lead to privacy breaches. In this ten-minute nano learning course, we'll examine a case where a CPA seeks access to a client's tax return to help with a similar case, exploring why common assumptions about information access can violate privacy requirements. Through this practical scenario, you'll learn when and how client information can be properly accessed within your firm, ensuring compliance with both privacy and confidentiality obligations while maintaining efficient professional practice. After completion of this course, participants will be able to:  1. Identify privacy obligations to one’s stakeholders