Insights
1 min read

How to keep your clients’ financial data secure

By Matas Pranckevicius

Content Manager, Relay

This guide explores:

Cybercrime is a trillion-dollar industry, with 43% of data breaches involving small business victims. To safeguard client data, advisors need to build a "data security stack". This comprehensive guide helps accountants and bookkeepers navigate the current data security landscape and take actionable steps to protect their clients’ data.

Inside you'll learn:

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

  • Your potential legal obligations to safeguard data

  • The four critical components of a data security plan

  • How to make data security a differentiator for your firm

  • A 6-part checklist to evaluate if you are handling your clients' data securely