Start Your Journey to Improved Data Protection Today
Browse our membership levels to determine what is the best fit for your needs.
Products
-
.png)
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
-
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
-
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
-
.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