Resource Library

Two front-line security experts discuss why cybersecurity is a bigger threat than most owners of accounting firms realize and how firms can protect themselves.

As the busy year-end approaches and tax season waits in the wings, it’s critical to ensure your accounting firm is following the IRS guidelines for securing data to not only protect your firms’ data but your clients’ data as well. Hear directly from IRS executives and industry thought leaders to learn to create a plan to satisfy the FTC’s Safeguard Rule for PTIN holders and implement the “Security Six” recommendations in your firm.

With deepfakes and uber-sophisticated hacking schemes on the rise, cyberthreats have never been greater. Protection from hackers is critical on three fronts: in the cloud, on your local devices and with your employees. Make sure your staff is aware of cybersecurity threats so they are prepared to prevent phishing attacks and mitigate social engineering threats.

Join Forbes and Inc. Magazine technology columnist Gene Marks for a review of the hottest tech trends that smart business leaders are investing in today to prepare their businesses for tomorrow. He’ll look at up-and-coming technologies like cybersecurity, artificial intelligence, robotics and augmented reality, that will affect your business—and your customers—over the next decade.

A disaster can happen at any time and damage your firm severely. Learn in this eBook how to develop a plan for data backup and recovery.  

Did you know that the cybercrime economy is currently valued at $1.5 trillion? In 2022, the workforce is more virtual than ever—is your business prepared to protect against cybersecurity threats and vulnerabilities? Join nationally recognized journalist, best-selling author and business owner Gene Marks, CPA as he shares advice, lessons and actions to position your company for security against cyberthreats.

Most accounting firms aren’t as good as they need to be at managing cybersecurity. Learn what your firm can start doing today to get better at it.

Learn why your accounting firm isn’t as secure as you think it is and why you need a multifaceted approach to security that goes far beyond basic technology

Join Roman Kepczyk, Director of Firm Technology Strategy, to learn the necessary components of an accounting firm’s security, including the latest on IRS legal requirements for information security and resources to reduce human error through education.