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Browse our membership levels to determine what is the best fit for your needs.
Products
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Foundations of Network Design for Financial Services
In this course, we will discuss the components necessary to design and configure a secure network to reduce risk and maintain a secure, stable operating environment. The FTC Safeguards Rule provides guidance of specific requirements as a baseline.
$61
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Cybersecurity for the Solo Firm
In this course, we will discuss the unique cybersecurity needs of solo firms, meaning a firm that has just one individual – the owner. We will discuss their unique needs as well as review a checklist to make managing their security needs easier.
$61
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Security Tips for the Growing Firm
You have invested time and resources into developing a secure and robust security plan but one of your biggest struggles will be your clients embracing these efforts and complying with these plans. We will discuss plans and efforts to assist clients.
$61
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Document Retention Best Practices
This course covers federal taxpayer information and document retention rules for tax and accounting firms, ensuring legal compliance and enhanced client trust.
$61
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Conforming Clients to Your Security Protocols
You have invested time and resources into developing a secure and robust security plan but one of your biggest struggles will be your clients embracing these efforts and complying with these plans. We will discuss plans and efforts to assist clients.
$61
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Intermingling of Personal and Enterprise Technology
In many firms, owners and employees overlap their use of technology and devices between business use and personal use. This includes laptops, cell phones, internet access, and more. We will create policies and safeguards to protect firm data.
$61