Guardian Membership
The most popular membership tier to help you be prepared.
(Annual plan saves ~8%.)
Membership levels have been established to help group specific features together to aid in your specific cybersecurity needs based on your current and future needs. A FREE Basic Membership Level has been created so that all tax professionals, financial planners, CPA's, and other individuals in the finance and accounting industries have access to updated information and secure procedures. Additional tiers are added so each member and organization can select what features work best for them.
Membership Details
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Monthly Newsletter
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Facebook Community
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Critical Update Notifications
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Annual Review Checklist
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1 CE Credit Monthly (11 Tax Topics, 2 Ethics Annually)
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Two Monthly Group Support Q&A Calls
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Critical Notification Corrective Actions
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Monthly Staff Training Videos
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Discounted Software
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Tech 101 Video Library
But Wait, Even More...
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How-To Guides
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Hardware Reviews
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Unbiased Vendor Reviews
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Large Template Library
Bundle includes
Here are all the products that are included in your bundle.
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All Offerings, Continuing Education
Security in AI
AI is the hot topic in 2024, and tax and financial service professionals are actively trying to leverage this new-found technology. Yes, there is a lot of power and capability with AI, but we do need to understand the underlying principles.
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All Offerings, Continuing Education
1-to-Many: Growing Beyond the One-Person Firm
Managing growth is one of the many challenges a single-firm owner faces and those challenges are multiplied when the decision is made to add the first employee, essentially growing from one staff member to two or more. Inc. security-related concerns.
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All Offerings, Continuing Education
Staying Safe While Traveling Internationally
Traveling internationally increases risk, so knowing what precautions to take while away from home and enjoying foreign travel is important to safeguard client data. In this session, we will focus on understanding the risks and protective measures.
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All Offerings, Resources
Product Reviews
Collection of videos averaging 5-10 reviewing hardware and software products for functionality, security, & usefulness. All product reviews are the pure opinion of the reviewers & they receive no commissions, kickbacks or benefits for their thoughts.
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All Offerings, Continuing Education
Password Management
With the need for more complex password policies, across systems & websites, a strategy is required to manage both. We will discuss policies & applications to assist with document & password management.
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All Offerings, Continuing Education
IRC § 7216 Disclosures & Your Technology
This course discusses IRC § 7216 “Disclosure or use of information by preparers of returns” as it relates to disclosures and use of information to and between all of the software that we use to run our tax and accounting practices.
