CPA Firms are in possession of critical consumer information, including access to customer names, addresses, tax information, credit card numbers, identifying business information, critical employee information, and other financial information which are prime targets for hackers.

With the FTC’s Safeguards Rule deadline going into effect on June 9th 2023, CPA Firms will be required to have detailed procedures and specific criteria implemented in order to provide better protection and to curb data breaches and cyber attacks that could jeopardize sensitive customer data.

While most CPA Firms anticipate needing external support to meet the Rule’s security obligations, evaluating a myriad of vendors and tools to meet different sets of requirements can add to the existing burden.

When you attend this training, you will receive a step-by-step guide on how to ensure that your firm is up to date on regulations and compliance, while also procuring the necessary steps to mitigate your risk of a cyberattack.