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

Reviewed

April, 2023

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

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.

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Overview

Who is this for?

4 mins
I've seen Too Many CPA Firms Do This The HARD Way?

11 mins
The Seven Steps

17 mins
Factor Authentication

22 mins
Data Backup

32 mins
Your desktop will always be the same no matter where you work from

38 mins

Webinar Qualifies For

1 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit for CPA in Canada
1 CPE Credit for Certified Management Accountants (CMA)
1 CPD Credit for Certified Information Technology Professionals (CITP)
1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

Dan Fusco

CFO/Controller, innerPC

☁️ Often C-Level Executives and IT Leaders struggle with the ability to create a stable and secure cloud platform to avoid significant downtime, which can both compromise your clients and profitability.

➤ There are 5 significant security breaches that cause downtime:

➊ Malicious emails being opened by an employee which can compromise data and identity.

➋ Off the shelf firewall and anti-virus software that is not monitored or up to date creates a high-risk of security breaches.

➌ Lack of control of the company’s IT assets due to lack of monitoring and consistent maintenance often results in slow performance and significant downtime.

➍ The core of every business is data back-up and continuity - many companies go out of business because they don’t have a tested continuity plan.

➎ Many businesses do not have proper documentation for their IT department, because all the information lives in the mind of your IT director… What happens if (s)he quits?

CloudDesk365 is a turnkey, one-click solution that ensures companies will be running a secure, world-class, scalable IT solution tailored to your environment.

➤ If you are at risk of a security breach or are not quite sure if you are compliant, I invite you to have a conversation. Whether or not we decide to work together, I am confident I can provide some insights to where you have gaps or may be vulnerable to a security breach. Feel free to reach out to me directly at dan@myinnerpc.com or call 877-488-6972

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

Ratings and Review

4.6

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Sheri Henson, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Very interesting program. The second person involved in the presentation greatly added to the program. I am currently not employed but instead home caring for elderly relatives and small children. Thus the "neutral" answer to a couple questions. Thank you.

Mary Steirer, Accountant/Bookkeeper/Tax Professionals, CPA (US)

A quick but thorough summary of steps that are needed to insure cybersecurity in small to medium sized organizations. An excellant webinar.

Christina Palmitier, Accountant/Bookkeeper/Tax Professionals, CPA (US)

No technical difficulties.

Robert Pelletier, CPA (US)

Helpful information

Emily Albertelli, CPA (US)

Very good webinar

1 Credit

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Subject Area

Information Technology

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

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Dan Fusco

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

IRS APPROVED

NASBA APPROVED

Ratings and Review

4.6

Sheri Henson, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Mary Steirer, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Christina Palmitier, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Robert Pelletier, CPA (US)

Emily Albertelli, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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