Start Your Journey to Improved Data Protection Today
Browse our membership levels to determine what is the best fit for your needs.
Products
-
.png)
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.
$61
-
.png)
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.
$61
-
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.
$61
-
.png)
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.
$61
-
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.
$61
-
Shining Light on the Dark Web
In this class, we define the layers of the Internet, focusing on the Dark Web. The focus will be on understanding the implications the Dark Web has on financial services. A live demo of the Dark Web will give attendees hands-on exposure.
$61