Further Expands Safeguards in Place for ProSeries, Lacerte and Intuit
Tax Online, Provides Tips to Help Protect Tax Professionals and Their

As part of its continuing commitment to work with the IRS, states and
industry to combat tax fraud, Intuit
(Nasdaq:INTU) today announced security enhancements across its
suite of professional tax products, including Intuit
Tax Online
, ProSeries
and Lacerte,
and provided tips to help tax professionals safeguard themselves and the
clients they serve. The expanded security features offer additional ways
to authenticate tax preparers’ identities upon account sign in and
verification of their E-File Identification Number (EFIN) before
electronic filing.

“With these new security enhancements in place, our professional tax
customers can be confident they are providing their clients industry
leading standards of protection,” said David Williams, chief tax officer
at Intuit. “Our tax professionals rely on us to deliver technology and
resources necessary to help them further protect their information and
the information of their valued clients.”

Intuit Security Enhancements

For tax year 2015, Intuit has implemented the following security
enhancements for its professional tax products, Intuit
Tax Online
, ProSeries
and Lacerte,
to further strengthen customer identity authentication and notification:

  • Multi-factor authentication: New for tax year 2015, Intuit has
    implemented multi-factor authentication in its professional tax
    products to help authenticate user identities and help tax
    professionals securely sign into their account. When tax professionals
    access their account for the first time or from a new device, they
    will automatically be sent a unique, six-digit code to their
    pre-designated, trusted device to be used in combination with their
    password to access their account.
  • E-file Identification Number Requirements: Intuit requires that
    all Electronic Return Originators (EROs) possess IRS-issued E-File
    Identification Numbers (EFIN) before e-filing. New tax professional
    customers must have IRS documentation of EFIN registration on file
    before they can e-file through Intuit’s professional tax products. In
    addition, Intuit will proactively notify tax preparers who use the
    company’s professional tax software when it appears that their EFIN
    may have been compromised so they can reinstate their EFIN with the

Tips to Help Tax Professionals Fight Fraud

As tax professionals head into the tax season, Intuit offers the
following tips to help further protect themselves, their clients and
their office:

  • Shred financial records: Shred all documents that include
    sensitive client information before throwing it away.
  • Restrict access to client files and computers: All computers
    with sensitive client records should be protected with a strong
    password. Create a combination of upper and lower case letters,
    numbers and symbols. Don’t use passwords that are generic and easy to
    guess, like your firm name, the word “password” or a numeric sequence.
    Paper files should be kept locked and access restricted.
  • Beware of phishing scams: Criminals use fraudulent emails and
    create fake Web sites, to lure unsuspecting users into revealing
    private account information, like your EFIN. Be suspicious of
    unsolicited emails that ask for confidential or sensitive information
    and include a link to a Web site. Mouse over the link, look at the
    site’s address and make certain that it appears legitimate before
    clicking. Intuit posts notices for phishing emails on the Intuit
    Online Security Center: https://security.intuit.com
  • Install or update anti-virus software on computers: Use the
    latest version of your Web browser. Install security patches and
    software updates as soon as they are available.
  • Educate clients: Help educate clients about what they can do to
    protect themselves online, including protecting their computer and
    mobile device, creating strong passwords and being aware of phishing

Visit Intuit
Pro Tax Center
for more articles, resources, and insights.

About Intuit Inc.

. creates business and financial management solutions that
simplify the business of life for small businesses, consumers and
accounting professionals.

Its flagship products and services include QuickBooks® and
which make it easier to manage small
and tax
preparation and filing
. Mint.com
provides a fresh, easy and intelligent way for people to manage their
money, while Intuit
Tax Online
, ProSeries®
and Lacerte®
are Intuit’s leading professional
tax software
offerings for professional accountants.

Founded in 1983, Intuit had revenue of .2 billion in its fiscal year
2015. The company has approximately 7,700 employees with major offices
in the United
, Canada,
the United
, India
and other locations. More information can be found at www.intuit.com.

Source: Intuit Inc.

Intuit Inc.
Ashley McMahon, 858-215-9069