Do you pay enough attention to client data security when you work remotely? Do all your team members use the right tools to ensure secure data exchange? This webinar will walk you through everything your firm needs to know about secure environments for storing and sharing data. You will learn to leverage the latest technology to establish a 100% secure and IRS-compliant remote accounting firm.

Learning Objectives:

• Design a checklist to ensure compliance with the latest IRS security requirements


• Outline how to prepare the Written Information Security Plan (WISP) according to the IRS


• Identify ways to back up, store, and exchange files securely


• Recognize why hosting tax applications and files on the cloud helps prevent data loss


• Determine how to establish a robust and secure environment and help your team adopt the necessary protocols