Have you secured your clients’ financial data from external threats and internal breaches?

You and your team are likely a few clicks away from client financial statements, SSNs, bank logins, account numbers, vendor lists, employee details—and a LOT of other sensitive financial information. Yet, many firms have NO data security plan in place and are unprepared to respond to a breach. This situation puts your client data (and your firm’s reputation) at risk.

Cybercrime is a trillion-dollar industry, and 43% of data breaches involve small business victims—so it’s your duty to stay informed about the latest threats and best practices for keeping your client data safe. Just as you depend on an accounting “app stack” to manage client financials, advisors need to think about a corresponding “data security stack” to safeguard client data. 

In this webinar, we will walk you through some of the latest risks facing accounting firms and three simple solutions for ensuring that your client data is secure.

Learning Objectives:

• Recognize how the security landscape has evolved as a result of cloud accounting


• Recall your potential obligations to safeguard client data


• Identify the four critical components of a data security plan


• Determine potential gaps in your firm’s security


• Practice running a more secure firm with three simple solutions