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Products
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Walkthrough of the FTC Safeguards Rule
In this course, we will review the FTC Safeguards Rule and its components. We will highlight the particular areas that focus specifically on financial services as well as those that are not “required” based upon firm size. However, our priority will
$61
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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