Equip yourself with knowledge to keep client data secure

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3 Key take aways from the ebook

Recognize the Threats and Risks

Understand the cybersecurity threats that accounting firms face, from phishing attacks to ransomware and credential theft. Learn how these attacks work, why accounting firms are prime targets, and what your firm stands to lose in the event of a breach. Being aware of these risks is the first step in safeguarding your clients' financial data and maintaining their trust.

Fortify Your Firm's Defenses

Proactively mitigate risks by implementing firm-wide best practices. Learn how to train your team on cybersecurity basics, create a detailed incident response plan, enable multi-factor authentication, and stay on top of software updates. These practical strategies will strengthen your firm's defenses and reduce vulnerabilities to cyberattacks.

Invest in Secure Tools

Choosing tools that value security as much as your firm does is critical. Learn how to evaluate software vendors that will handle any firm or client data, ensure compliance with cybersecurity standards, and adopt tools like Keeper that prioritize secure client communication and data encryption. Secure technology should be the foundation of any modern accounting practice.
  • I have been able to work on my business instead of in my business because I know the month-end close has been taken care of. I was even able to move up a discovery call appointment because it was important to the prospective client. In my first 28 days on Keeper, I've been able to sign 3 new clients. 
    Christina Springstead
    Founder/CEO, Springstead Solutions
  • I must say that Keeper has been insanely valuable for my practice. 1099 season would NOT have been so smoothe, for one, but I just can’t fathom all the problems that are resolved using this service in tandem with my practice. KUDOS Keeper!!!!
    SB
    Sabrina B.
    Verified User
  • Massive fan of Keeper! It changed our firm! The integrations with general ledgers makes all the difference for speed and accuracy.
    Dan Luthi, Ignite Spot
    Dan Luthi
    COO, Ignite Spot Accounting Services