Membership Tiers
Continuing Education (Individual Courses)
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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
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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
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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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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
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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
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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
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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
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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
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Detecting and Responding to a Data Breach
In this class, we will Define a Data Breach, recognize Signs of a Data Breach, determine ways and steps for Confirming/Detecting a Data Breach, manage Response actions, and design an Emergency Response Plan.
$61
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IP Pin, PTIN, EFIN Management, and Identity Protection
For a tax professional, your PTIN and EFIN are critical to your operation. Similarly, your clients' IP Pin protects them from malicious activity. But how are you safeguarding these valuable data elements? In this session, we explore your options.
$61
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ID Theft and Warning Signs
Identity Theft is a growing concern - for your firm, your clients, and your employees. We will define ID theft, look at schemes, warning signs and protective layers to respond.
$61
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WISP Misconceptions
Every paid tax return preparer is required to have a Written Information Security Plan (WISP). Many templates exist, including a template provided by the joint efforts of the IRS and the Security Summit. However, templates only go so far.
$61
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Cybersecurity Myths Debunked
With small businesses under constant threat of a cyber attack, staying up to date on current upcoming threats is critical to stay compliant and to safeguard client data. The struggle many firms face is scarily inaccurate information shared online.
$61
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Budgeting for Technology and Security
Part of being prepared for current and future security needs is understanding the impact security has on your budget. In this course, we will review those needs for single and multi-user offices.
$61
Services
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Guardian Reboot
A data destruction and hardware recycling service. Send us your equipment and we will cleanse and permanently remove any data, remove and destroy computer storage, prepare the equipment for recycling, and then provide a certificate of destruction.
$89
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WISP Review & Assessment
$1,299
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Full WISP Customization
$2,899
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FTC Safeguards Review
$1,299
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Annual Report to Board of Directors
$174
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Vendor & ISP Evaluation
$999
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Business Continuity Plan
$429
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Incidence Response Plan
$429
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MFA Assistance/Setup
$699
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Individual, Personal Call (Hour)
$189