The accounting profession is changing, and so are the tools available to get the work done on time and within budget – all while meeting and exceeding client expectations. Today, more and more firms are taking advantage of cloud technologies and moving their tax preparation workflow processes to a 24/7, anytime/anywhere access model. Benefits include increased mobility and collaboration, an improved work/life balance, stronger staff recruiting and retention, and reduced IT expenses.

But what about firm and client data security?

Information security requirements and audit standards can be difficult to understand and navigate – especially when it comes to preparing taxes and managing your workflows in the cloud. With Cybersecurity rising to the forefront of modern business practices, creating and maintaining a secure, compliant firm that your clients can rely on and trust is more important-- and difficult -- than ever.

This one hour webinar will review security processes, standards, practices, and implementation considerations that will help keep your firm and client data secure in the cloud. Common technical risks, exposures, and vulnerabilities in processes, operations and employee actions will also be addressed. Participants will better understand their responsibility for maintaining firm security and build a solid foundation for firm information security initiatives when it comes to not only tax prep in the cloud, but other engagements as well.

Key Speakers

Ken Pyle
Partner & Chief Information Security Officer, DFDR Consulting
Robert Baumann
Senior Enterprise Architect, Global Technology, Wolters Kluwer Tax & Accounting
Jill Deems
Product Line Manager, Tax Portfolio, Wolters Kluwer
Roger Russell
Senior Editor Accounting Today