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Secure Your Practice: Is Your Firm Protected?

January 20 @ 2:00 pm – 3:00 pm EST
Description
Your clients trust you and your firm with their highly sensitive data, necessitating the need for a robust security strategy that protects your workflows and client information from security breaches (both physical and digital) or server failures.
This session will provide best practices and leading guidance for enhancing your firm’s security measures – What is your current data security strategy and server setup? Are you enabling cloud-based technology and backups? Do you have digital data protection? Learn WHY security and encryption is important in the current tax industry, discovering how to mitigate risk with powerful solutions from Intuit and the value of enabling digital solutions to protect their firm and clients.
By attending this course, you will be able to:
- Understand why and how to prioritize digital and physical security measures to protect your firm and clients
- Learn about add-on tools that offer enhanced security protection
- Learn about the IRS Security Six and how to ensure your firm meets that standard of protection
Who Should Attend: Anyone who prepares tax returns, advises clients, and manages a firm/employees of any size and is seeking to improve their workflow.
Prerequisite: None
Course Level: Intermediate
Course Length: 60 minutes
Delivery Method: Group – live internet
Field of Study: Non-Technical – Computer Software & Applications
CPE: 1
CE: 1
IRS Course ID: NESGF-T-00226-25-O
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to [email protected].



