As a CPA, it’s not only good business practice to protect your client’s data and personal identifying information, it’s legally required. The Gramm-Leach-Bliley (GLB) Act requires companies defined as “financial institutions” – including Accountants – comply with the fiduciary responsibility to ensure the security and confidentiality of client data.
CPAs are subject to the FTC Safeguards Rule that mandates client information is kept secure and documented in a Written Information Security Plan (“WISP”).
Fill out the form below to connect with one of our cyber security experts to discuss your current level of security and what you can do better protect your clients and ultimately your business.
Thanks for submitting!