3 Foolproof Data Security Policy Tips
for Your LA Accounting Firm
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLACPAs.com
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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
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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
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Craig PollackFounder & CEO
1. Establish a Data Privacy
and Security Committee
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Have the committee
provide regular updates on
the performance of the firm
on Key Performance Indicators
such as:
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• Results of spot audits
for policy compliance
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• Achievement of milestones
like adherence to password
requirements, mobile device
security and use of endpoint
security technology
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• Implement a Network
Vulnerability Management
system and celebrate
months when there are
no exposures
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• Congratulate your team
on extended periods of
virus prevention
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If you have the proper balance
of reward and discipline for
security policies,
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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
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2. Make the Policy
a Living Document
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Have employees certify their
understanding of your policy
once a year
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• The behaviors and
responsibilities of
compliance to set an
example to clients in
their own data privacy
stewardship
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• To set standards of risk
management and data loss
prevention which can scale
as the accounting firm grows
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• To keep the firm’s senior
executives, employees,
clients, and business partners
affairs private and out of the
headlines
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• To set a “high watermark”
for continuous improvement
for the firm and to retain
the trust of clients
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3. Write the Policy for
Readability, Not Legality
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If you want your firm’s
colleagues and employees
to adhere to the standards
of security you set,
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you want to make sure
the policy is written clearly
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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
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We can help you create
practices and adopt solutions
which will protect your firm’s
reputation and your client data
from leakage or theft
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Does your LA CPA firm
have a data security policy?
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And if so, do you routinely
review it?
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Craig PollackFounder & CEO
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