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
