{"id":955,"date":"2015-09-21T16:54:24","date_gmt":"2015-09-21T21:54:24","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=955"},"modified":"2016-07-05T18:11:08","modified_gmt":"2016-07-05T23:11:08","slug":"desktop-security-tips-for-tax-season","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/desktop-security-tips-for-tax-season\/","title":{"rendered":"Desktop Security Tips for Tax Season"},"content":{"rendered":"<p><span style=\"font-weight:400;\">With the surge of cloud technology combined with ongoing data security concerns, I find myself constantly working in an atmosphere of paranoia. As my clients\u2019 trusted advisor, I need to do my best to secure their data.<\/span><\/p>\n<p><span style=\"font-weight:400;\">Data is a very broad description of many different components. Financial records can include company accounting books, employee information, credit cards and bank account data, financial statements, tax returns, and much more. Access to hardware \u2013 unprotected and without secure login credentials \u2013 adds to the volumes of data for which we typically have full access.<\/span><\/p>\n<p><span style=\"font-weight:400;\">As tax season approaches, it is a great time to ramp up our efforts to better educate our clients. There is no better time of year than tax season when you typically have 100 percent of their focus as they begin the process of data collection and data turnover. As clients collect their data to give final information to you for end-of-year processing, which includes wrapping up the books if they are a business and\/or tax return preparation, help them understand the importance of security.<\/span><\/p>\n<p><span style=\"font-weight:400;\">We still have clients emailing us their dates of birth and social security numbers by email! Our response is hard and clear \u2013 NEVER send that information in an email. That sounds like ABCs and 123s, but we know it happens every day.<\/span><\/p>\n<p><span style=\"font-weight:400;\">Start with the basics. You and your firm should mandate secure data exchange methods. Here are some simple examples:<\/span><\/p>\n<ul>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Allow access to your data storage solution on the home page of your website.<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Create a simple video showing them how to create their login (less than 30 sec).<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Free is not always the way to go \u2013 research document storage and exchange systems before just going after the freebees \u2013 you might get what you pay for.<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Ensure that the application requires strong passwords \u2013 we know they can get frustrated over passwords but it is so important for security. Tell them it\u2019s as important as oxygen!<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">MAKE IT SIMPLE FOR THE CLIENT.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight:400;\">Then of course, encourage your clients to have anti-virus software for their computer. It is not a bad idea to engage with a reputable technology expert to offer your clients. I have never claimed to be a computer expert. So I hire them, just like your clients hire you since they aren\u2019t accounting experts. I am also a huge believer in hosting solutions.<\/span><\/p>\n<p><span style=\"font-weight:400;\">Note, too, that Windows XP and Microsoft Server 2003 are no longer supported.\u00a0<\/span><\/p>\n<p><span style=\"font-weight:400;\">Data security is critical to our practices and the well-being of our clients. We have the perfect opportunity to educate them here in the next few months!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the surge of cloud technology combined with ongoing data security concerns, I find myself constantly working in an atmosphere of paranoia. As my clients\u2019 trusted advisor, I need to do my best to secure their data. Data is a very broad description of many different components. Financial records can include company accounting books, employee<\/p>\n","protected":false},"author":107079838,"featured_media":585,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807],"tags":[130072316],"intuit_collection":[],"intuit_series":[],"coauthors":[509474131],"class_list":["post-955","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","tag-fraud-and-security"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Desktop Security Tips for Tax Season - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/desktop-security-tips-for-tax-season\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Desktop Security Tips for Tax Season - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"With the surge of cloud technology combined with ongoing data security concerns, I find myself constantly working in an atmosphere of paranoia. 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