Clients trust their CPAs to prepare their tax returns and provide financial advice, but they also rely on the protection of their personal data.
Shredding all paper documents is one method to ensure confidentiality, but CPAs can take extra steps to keep sensitive data out of the hands of criminals.
These methods include installing the right software safeguards, providing necessary training to staff members, using complicated passwords (with multi-factor authentication) and managing application accessibility. Consider these suggestions for keeping client data safe.