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Author: JDC Team

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Training and Managing Employees for Ultimate Data Security

January 07, 2023
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Training and Managing Employees for Ultimate Data Security

It’s important that every accounting firm and tax professional establish basic employee training and management protocols to protect sensitive business and tax client information. Training and managing employees for ultimate data security is an important aspect of complying with the FTC Safeguards Rule.  A few months ago, we guided you through the general requirements of […]

Always Be on Guard For Potential Security Breaches

December 06, 2022
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Always Be on Guard For Potential Security Breaches

Part of running a successful accounting firm is guarding against potential security breaches. The nature of a financial services business puts you in control of sensitive client information, including taxpayer identification numbers, social security numbers, and other nonpublic personal information.  Your accounting firm must understand the types of security breaches out there to guard against […]

Set Up Basic Security Measures

November 08, 2022
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Set Up Basic Security Measures

There are basic security measures every accounting firm and tax professional should set up to protect sensitive business and client information. These security steps ensure your accounting firm protects sensitive taxpayer information and maintains compliance with FTC Safeguards Rule.  While we outlined things your accounting firms should know about the FTC Safeguards Rule, this post […]

Create an Implementation Plan

October 08, 2022
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Create an Implementation Plan

In a recent blog post, we outlined the three things your account firm should know to comply with the Federal Trade Commission (FTC) Safeguards Rule. The network security rule ensures financial institutions, like your accounting firm, are equipped to protect sensitive consumer information by methods like safeguards rule implementation plan.  As part of the Rule, […]

Things You Should Know About The FTC Safeguards Rule

September 08, 2022
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Things You Should Know About The FTC Safeguards Rule

The Federal Trade Commission (FTC) recently amended its cornerstone Safeguards Rule to ensure financial institutions adequately protect consumer information. The FTC amended the rule to provide more guidance on complying with specific requirements. As a professional accounting firm that handles sensitive information, you must understand the main requirements of the FTC Safeguards Rule, how the […]

6 Things Your Accounting Firm Needs to Know About IRS Compliance

August 11, 2022
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6 Things Your Accounting Firm Needs to Know About IRS Compliance

As an accounting firm, securing sensitive client information is not only an essential component of running your business, but it’s also a federal requirement. Protecting taxpayer information is a priority for the IRS. As a priority project, they released new federal regulations and guidelines tax professionals must comply with.  This post outlines the six things […]

What is a Data Security Plan: 3 Steps to Create Yours Today

July 10, 2022
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What is a Data Security Plan: 3 Steps to Create Yours Today

Creating a Data Security Plan for your accounting firm is an essential step to safeguarding your business documents and sensitive client information. In the U.S., creating a written Data Security Plan is required of all tax professionals and should include several key elements to remain in compliance with federal regulations.  This post covers the basics […]

What Accountants Need to Know About Data Security

June 15, 2022
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What Accountants Need to Know About Data Security

As a professional accountant, you know the importance of maintaining the confidentiality and privacy of your client’s sensitive information. But if you don’t have a robust data security strategy in place, your business and client information is at risk of being hacked.  From safeguarding your network to proper employee onboarding and training, there are several […]

4 Essential Software Products for Your Accounting Firm

May 08, 2022
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4 Essential Software Products for Your Accounting Firm

Deciding which software products you need for your accounting firm can be a lesson in patience. There are many different companies offering excellent software to cover all your basic business needs. But, understanding which software is essential for your accounting firm can be difficult when you have so many options to choose from. From accounting […]

5 Considerations When Choosing Computer Hardware for Your Accounting Business

April 10, 2022
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5 Considerations When Choosing Computer Hardware for Your Accounting Business

Choosing computer hardware for your accounting business can be a difficult decision. Every accounting firm’s needs are different. Finding computer hardware that not only fits your business needs and allows you a sense of security when handling sensitive client information can be a tough balance to strike.  Additionally, hardware can come in all shapes and […]

Not Ready To Call Us Just Yet?

No problem, we still want to send you a copy of our recently published report, 21 Questions To Ask Before Hiring An IT Team.

Not ready to make the change right now? Are you sure that your financial service business is not vulnerable to expensive problems, such as, lost data, viruses, hacker attacks and other critical issues? Do you know their policies, procedures, and service standards? This report will provide you with important questions to ask your current IT professional.

Simply fill out the form here and we will send you a copy today!

21 Questions

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