top 5 mobile device security best practices for accountants in la (slideshare)

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Top 5 Mobile Device Security Best Practices for Accountants in LA Courtesy of FPA Technology Services, Inc. http:// www.TechGuideforLACPAs.com

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Page 1: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Top 5 Mobile Device Security

Best Practices for Accountants in LA

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLACPAs.com

Page 2: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

It is inevitable that you or your

employees will want to, and

possibly even need to access

sensitive client data on a tablet

or smartphone

Page 3: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Who Should Be Able to

Access Client Data with

a Mobile Device?

Page 4: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

If you are a CPA assigned

to a client’s file, and often

have offsite meetings with

a particular client,

Page 5: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

you may have justification to

access a client’s information

on a tablet or smartphone

Page 6: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

What Data Should You Access

on a Tablet or Smartphone?

Page 7: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

From a security standpoint,

a dedicated software

application, protected by

a form of encryption with

a UserID and Password,

Page 8: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

for a commercial off the shelf

product is the most secure way

to access documents, client

records, or financial data

Page 9: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

When Should CPAs Wirelessly

Access Client Files?

Page 10: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

If there is no real compelling

event which necessitates

logging in and sourcing

client info needlessly outside

of your secure network,

simply don’t do it

Page 11: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Where Should You Access

Customer Data without

a Wired Connection

Page 12: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Wait until you are safe within

the confines of your office or

home office secure Wi-Fi

environment

Page 13: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Why Would an Accounting

Professional Access Financial

Data on Public Wi-Fi?

Page 14: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Should a rogue wireless surfer

use a key logger or other

surveillance strategy to watch

the data you are browsing

online,

Page 15: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

you are taking unnecessary

risks with their information

Page 16: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Ensure every wireless endpoint

outfitted to gain access to your

accounting applications

Page 17: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

is “kitted” with a standardized

security arsenal of encryption,

anti-virus, anti-malware,

and other safeguards should

a device get stolen

Page 18: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Mobile device security best

practices, for the most part

entails limiting access to client

information for those who need

to access the information,

Page 19: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

where they need to access

the information, and within

critical time parameters

Page 20: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Have we missed any mobile

device security best practices

that your accounting firms

uses?

Page 21: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Please share your thoughts

in the Comments section below

Page 22: Top 5 Mobile Device Security Best Practices for Accountants in LA (SlideShare)

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