Does your firm have a documented security policy?
Having a written security policy is a key requirement for your firm to become PCI compliant. We’ve created a sample policy you can use as a starting point and customize to meet your firm’s needs.
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Getting Paid: What’s New for 2018?
Is your firm keeping pace with the latest client payment trends? Learn how your clients’ expectations are shifting in response to technological innovations and how CPAs like you are using payment technologies to optimize workflow and cash flow.
Are Your Business Passwords Secure Enough?
One of the easiest ways to boost security in your firm is to optimize your password management practices. We’ve created a free, printable guide listing the top eight dos and don’ts every CPA should know about creating and managing strong passwords.