Your clients trust you and your firm with their highly sensitive data, necessitating the need for a robust security strategy that protects your workflows and client information from security breaches (both physical and digital) or server failures.

This session will provide best practices and leading guidance for enhancing your firm’s security measures – What is your current data security strategy and server setup? Are you enabling cloud-based technology and backups? Do you have digital data protection? Learn WHY security and encryption is important in the current tax industry, discovering how to mitigate risk with powerful solutions from Intuit and the value of enabling digital solutions to protect their firm and clients. 

LEARNING OBJECTIVES: 

• Understand why and how to prioritize digital and physical security measures to protect your firm and clients

• Learn about add-on tools that offer enhanced security protection 

• Learn about the IRS Security Six and how to ensure your firm meets that standard of protection

Who Should Attend: Anyone who prepares tax returns, advises clients, and manages a firm/employees of any size and is seeking to improve their workflow.

Cost: FREE

Course Level: Intermediate

Course Length: 60 minutes

Delivery Method: Group - live internet

Field of Study: Non-Technical - Computer Software & Applications

CPE: 1

CE: 0