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3 Tips for Protecting Client Data i n Los Angeles Accounting Firms Courtesy of FPA Technology Services, Inc. http:// www.TechGuideforLACPAs.com
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3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Jan 22, 2018

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Page 1: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

3 Tips for Protecting Client Data

in Los Angeles Accounting Firms

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLACPAs.com

Page 2: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Here are 3 strategies you can

leverage in your business to

protect your client’s business,

your firm’s reputation, and

mitigate risk of data loss

Page 3: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

1. Reward Compliance to

Client Data Security Policies

Page 4: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Positive reinforcement with

firm-wide emails reminding

your peers about the benefits

of protecting client data

Page 5: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

and best practices can

resonate more than calling

people on the carpet for

leaving their cabinet unlocked

by accident

Page 6: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

2. Contract a Proactive

Third Party Security Audit

Page 7: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

At the most basic level,

penetration tests check on the

vulnerabilities of the perimeter

of your network including:

Page 8: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

• Firewalls and DMZ

Page 9: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

• Intrusion Detection or

Prevention Systems

Page 10: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

• Wi-Fi Intrusion Prevention

Systems (WIPS) or better yet,

only use of Wi-Fi for guest or

mobile devices

Page 11: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Getting a penetration test on

your network can keep you out

of the dog house, and maintain

the confidence of your clients

Page 12: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

3. TCOB with Your BYOD

Page 13: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

If senior mobile employees

insist on using a device

of their choosing,

Page 14: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

make sure it meets your

firm’s requirements on

data protection before it

goes out into the wild

Page 15: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Bottom Line

Page 16: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Protecting client data means

ensuring your people,

processes and technology are

all aligned to prioritize privacy

and security over personal

preference and convenience

Page 17: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Do you have another strategy

for protecting client data?

Page 18: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

What have you done to

mitigate risk of data loss?

Page 19: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Please share your thoughts

in the section for Comments

below

Page 20: 3 Tips for Protecting Client Data in Los Angeles Accounting Firms (SlideShare)

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