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Webinar: Cybersecurity for the Tax Practitioner

Understand your legal and regulatory obligations and develop adequate policies to secure client data and protect your practice.


This webinar was held on Tuesday, September 12, 2023
Sponsor: Drake Software
Duration: 1 Hour

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Understand your legal and regulatory obligations, develop adequate policies to secure client data and protect your practice. Jared Ballew, 2022-23 Chair of the ETAAC and Vice President of Government and Industry Relations at Taxwell; and Ann Campbell, CPA CIA and Drake Software Trainer will share an overview of the cyber threats that taxpayers and tax professionals face daily. Attendees will learn why cybercriminals target taxpayer data, their methods, and how to protect clients. Presenters will also address the WISP and how to apply IRS guidance in the individual tax preparer’s office.

Program level: Basic (no prerequisites required).
Field of Study: 
Information Technology

Presented by

Jared Ballew is a 20-year veteran of the tax industry, and currently serves as Vice President of Government and Industry Relations at Taxwell, serving both Drake Software and TaxAct. Ballew is an expert in liaising and building relationships with Federal and State governments, industry and professional associations, and other partners. He is the 2022-23 Chairman of the IRS Electronic Tax Administration Advisory Committee and also serves as the President of the National Association of Computerized Tax Processors (NACTP), a trade association of the top income tax, payroll, and information reporting software companies who collaborate to promote standardization and simplification between government tax agencies and the tax processing industry. Jared is a popular speaker and advisor due to his expansive knowledge of current tax policies, cybersecurity, and industry trends.     

Ann Campbell, CPA CIA, joined Drake Software in 2021 as a Tax Software Trainer. She is a Certified Public Accountant licensed to practice in California and North Carolina with many years of experience as a tax preparer using Drake Tax®. Ann has previously worked as a CFO and Controller in various industries, and she was one of four finalists for the Plastics News CFO of the Year 2019 award. Ann is a graduate of the Wharton School at the University of Pennsylvania. 

Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor (, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, Isaac was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

Drake Software 4Color 570d15e32f475

Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake Software is also consistently recognized for excellence in quality, value, and reliability.

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies please contact Isaac O’Bannon at