The 7216 Compliance Center is the easiest way to acquire Consent to Disclose or Consent to Use authorizations and protect yourself in the process - AND - the quickest way to get authorizations for virtually anything else and maintain a record of it.

Internal Revenue Code Section 7216 went into effect on January 1, 2009 and contains a criminal provision that prohibits anyone who is involved in the preparation of tax returns from disclosing or using information provided for the preparation of tax returns for any other purpose. This law has mandated that tax preparers get consent to both disclose their contact information to a third party as well as to use their contact information for purposes other than sending tax-related information (including e-newsletters). IRS Section 7216 grew out of concerns relating to solicitation of services based on information deemed private under the law.

Now you have a product that makes the request for authorization as easy as sending out an email, getting the relevant party to check a box and type in their name and you're protected. The authorization is securely recorded should you ever need proof. Individual consents are a snap and the 7216 Compliance Center even allows you to create groups based on your database for mass requests when the need arises.

Tax preparers: Tax preparers cannot solicit additional services from their tax-only clients when sending newsletters and other types of emails without consent to do so. If a tax preparer wishes to include any content in their newsletters that showcases their other service areas, they should consider using the BizActions Compliance Center to retrieve consent from those clients first.

Other professions: Your firm's business still depends on compliance with a host of laws and their revisions. BizActions can help you not only with an easy way to get approval when you are asked to or must share private client information, but give you a secure, trackable record of that approval through our Compliance Center.

Please note the following items regarding security and some specific 7216 issues that you may find relevant in your evaluation process.

1. Our site is protected daily through www.Controlscan.com regarding security.
2. We have recently added site protection through a Web Server Certificate. Transactions on the site are protected with up to 256-bit Secure Sockets Layer encryption.
3. BizActions has commissioned an audit of our confidentiality procedures by the same CPA firm that audited us for the Web Trust Seal, which we earned and was issued through the AICPA.
4. Report of Independent Accountants.pdf
5. Management_Assertion - IRS_Section_7216_Compliance.pdf
6. Compliance requirements are available at http://www.IRS.gov