As a tax and accounting firm, your clients' data is among your most precious commodities. That means its security must be a priority. Are you confident that the solutions your firm uses are keeping your clients' data safe? If you're not, why would a client be confident in your firm? Fortunately, the best tax and accounting tools offer features like secure document exchange, encrypted messaging, drop-off links, and single-firm admin, among others. The very best solutions provide all of that with top-of-the-line security, without requiring log-in credentials.
Learning Objectives:
- Evaluate Security Standards in Tax Automation Tools – Learn the essential security measures and compliance requirements that every tax automation vendor should meet to protect your firm and clients.
- Optimize Workflow Security for Peak Season – Discover how to integrate secure tax automation solutions that streamline processes, helping your firm meet deadlines efficiently without compromising data safety.
- Strengthen Data Management & Protection – Understand best practices for secure data storage, access controls, and encryption to safeguard sensitive client information from cyber threats.
- Enhance Security Awareness Through Staff Training – Explore strategies for educating your team on security protocols, phishing prevention, and best practices to maintain compliance and reduce risks.
CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
