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. 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

Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Pass-through insurance coverage is subject to conditions².

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How to keep your clients financial data secure

Why your firm needs a data security stack

This guide explores:

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