ensuring uptime for yoru la cpa firm during tax season (slideshare)

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3 Foolproof Data Security Policy Tips

for Your LA Accounting Firm

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLACPAs.com

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

To be successful in this area,

data loss prevention needs

to be emphasized with

employees from the top

on a regular basis

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Here are three ways you can

get your team to improve their

awareness and execution of

data security for electronic

files, email correspondence,

and structured data

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

1. Establish a Data Privacy

and Security Committee

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Craig PollackFounder & CEO

Have the committee

provide regular updates on

the performance of the firm

on Key Performance Indicators

such as:

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

• Results of spot audits

for policy compliance

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

• Achievement of milestones

like adherence to password

requirements, mobile device

security and use of endpoint

security technology

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

• Implement a Network

Vulnerability Management

system and celebrate

months when there are

no exposures

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

• Congratulate your team

on extended periods of

virus prevention

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Craig PollackFounder & CEO

If you have the proper balance

of reward and discipline for

security policies,

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

you will likely find people more

invested than if the committee

is viewed as a policing system

instead of a risk containment

or reputation mandate

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

2. Make the Policy

a Living Document

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Craig PollackFounder & CEO

Have employees certify their

understanding of your policy

once a year

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Craig PollackFounder & CEO

• The behaviors and

responsibilities of

compliance to set an

example to clients in

their own data privacy

stewardship

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Craig PollackFounder & CEO

• To set standards of risk

management and data loss

prevention which can scale

as the accounting firm grows

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Craig PollackFounder & CEO

• To keep the firm’s senior

executives, employees,

clients, and business partners

affairs private and out of the

headlines

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

• To set a “high watermark”

for continuous improvement

for the firm and to retain

the trust of clients

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Craig PollackFounder & CEO

3. Write the Policy for

Readability, Not Legality

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Craig PollackFounder & CEO

If you want your firm’s

colleagues and employees

to adhere to the standards

of security you set,

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Craig PollackFounder & CEO

you want to make sure

the policy is written clearly

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Craig PollackFounder & CEO

Just remember to reward

good data protection practices

as well as punishing for failure

to comply and poor practices,

or your policy will fall flat

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

We can help you create

practices and adopt solutions

which will protect your firm’s

reputation and your client data

from leakage or theft

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Does your LA CPA firm

have a data security policy?

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Craig PollackFounder & CEO

And if so, do you routinely

review it?

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Tell us about it in the

Comments section below

Copyright © FPA Technology Services, Inc.

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Keep Technology Current

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