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

4.6 (131)

Dan Fusco


  • CPA (Canada)
  • CMA
  • CPA (US)
  • Tax Preparer

Published: June, 2021

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Before starting this self study program, please go through the instructional document.


  • 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

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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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
  • Accounting Managers
  • Certified Information Technology Professionals
  • Chartered Professional Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business





Helpful information


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Very good webinar