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Email security for the small firm

4.5 (233)

Imtiaz Munshi, CPA


Wednesday, March 04, 2020 | 09:00 AM EDT

  • CPA

1 Credit


Subject Area

Computer Software and Applications

Course Description

Sending and receiving sensitive data via email is a fact of life for small firms. Even firms that employ client portals find themselves having to email data to recipients outside of their eco-system. This makes them susceptible to this data falling in the wrong hands. Small firms are especially vulnerable due to weak cybersecurity practices, and the cost of a data breach can be very crippling for them. This course introduces CPAs and tax preparers to the problem of email security, the laws and regulations that apply, the costs of a breach, and simple steps that a small firm can take to reduce the chance of falling victim to an email data breach. Attendees will also receive free email encryption software to help manage the risk of an email security breach.

Learning Objectives

  • Understand the cyber risks involving email and the potential costs of an email security breach
  • Become familiar with regulations and guidance related to email security that apply to CPAs and tax preparers
  • Understand what you should do if you suffer from a breach
  • Understand the best practices to help prevent email related data breaches

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Auditors
  • Bookkeeper
  • CFO/Controller
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Cybersecurity Pros
  • Enrolled Agent
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Non Profit Pros
  • Outsourced CFO
  • QB Pro Advisor
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • VP Accounts
  • VP Finance
  • Xero Advisor
  • Young CPA


    [no_of_record] => 233
    [average] => 4.5279




Thank You Imtiaz. Your Presentation Gave Me Some Very Good, Helpful Ideas For Email Security and how to protect my confidential information from unauthorized Access. 5 star Webinar


5 Stars


I liked how Imitiaz started at the very basics first. I didn't knew the importance of Email Security & I really appreciate all the definitions and background information given by the speaker.


5/5 webinar for the content and the presentation of the webinar. The presentation was very Comprehensive. & it covered all the important information for the Email Security. Really Helpful


Great Class! Great examples throughout the presentation that added value and understanding to the subject matter.