In the digital age, data privacy and protection have emerged as pivotal concerns, especially for CPAs handling sensitive client information. The challenge intensifies with the stringent Federal and State regulatory requirements for data confidentiality. This course addresses the critical problem of ensuring data security and compliance in accounting practices. It agitates the potential risks and malpractice issues associated with data mishandling and highlights the essentiality of robust client record retention strategies. As a solution, it offers an in-depth understanding of the requirements for maintaining confidential client information, coupled with actionable strategies for effective data management. Attendees will learn to navigate the complexities of data protection, ensuring adherence to AICPA Confidential Client Information Rules and developing efficient record retention policies, thereby safeguarding their practices against data breaches and compliance violations.