CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Is Your Data Secure? 7 Steps to Secure Your Data Make Your IT department Pandemic Proof

4.5 (433)

Dan Fusco


Wednesday, January 13, 2021 | 03:00 PM EDT

  • CPA (Canada)
  • CFF
  • CMA
  • CPA (US)
  • EA
  • Tax Preparer
  • CFE

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Information Technology for all CPAs

1 CE credit of Data Security for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00373-21-O)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPD credit (Verifiable) for Canadian CPAs

1 CPE credit of Maryland Tax Related Subjects for Maryland Tax Preparers (Approval No. GEHNZ-T-00373-21-O)

1 CPD credit (Verifiable) for CPA/CFF

1 CPD credit (Verifiable) of Fraud Considerations for all CITP (AICPA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

As an accounting and tax professional, you are responsible for your client’s sensitive information and its security. It is not only a matter of ethical compliance but also regulatory compliance and practical concern. Having a structured data security plan and execution either costs beyond affordability or the trust of the client. In this situation is there a feasible solution for the small to the medium-sized firm to ensure data security and support clients?

This webinar provides a structured approach to a successful data security plan. It is aimed to cater to the customizable solution that even small firms can adopt.

Highlights of the webinar :

  • 7 crucial steps to utilize cloud computing to work remotely, securely, and efficiently.
  • When you are asked to work from home during March (1 month before taxes are due) many CPA firms tried to set up a work from home environment. How to ensure client service in such a situation?
  • CPA’s working from home lead to an uptick in Ransomware attacks and loss of data. How to ensure working securely in such a situation?

This webinar provides an idea as to how you can approach the mammoth task with simple solutions.

Learning Objectives

  • To identify the leading cause of data loss
  • To explore how to protect your client's data and your company
  • To recognize how to create a one-click solution for all your IT needs

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • Certified Financial Planner
  • Cloud Firms
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • IT Managers
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA


    [no_of_record] => 433
    [average] => 4.4850




Excellent webinar. I highly recommend. The instructor was very knowledgeable and gave a great presentation. Also was very interactive with the attendees.


This webinar made me realize the action that I need to do to have more security for my client's information.


This was a really informative webinar, I will definitely use the tips given by the speaker both at work and at home.


My overall experience was positive and insightful considering some of the major changes to the working environment over the last year.


Really gets you thinking about the importance of protecting your data and client data.


It was great to hear recommendations that I can apply to my businesss to ensure optimal security for my clients.