How to keep your clients’ financial data secure

Why your firm needs a data security stack

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
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