Practice Protect University - Practice Protect

Security starts with education. The Practice Protect University (PPU for short) gives you and your team more confidence with access to a library of world-leading training on cyber security for accountants. PPU is our client-only education platform designed and gives your team the advantage when it comes to breach protection, data management, and compliance. Access up to date resources and remain compliant with the latest cyber security standards, train your staff on important safety protocols, and show clients the extra steps you take to secure their data. The Practice Protect University houses:

Compliance Documents

Template documents to help you remain compliant with the highest data security standards:

Data Security Plan (to comply with IRS 4557 and PTIN requirements)
Privacy Policy
IT & Internet Usage Policy
Third Party Access Agreement
Cyber Incident Response Plan
Addition to the Letter of Engagement

On Demand Video Training

A showcase of on-demand recorded webinars and training sessions related to cybersecurity for accountants. Watch and re-watch evergreen and relevant training videos on topics such as phishing, ransomware, email security, and more.

Cyber Security Best Practice Documentation

To help our clients navigate the many cybersecurity risk faced by accounting firms daily, we provide best practice cyber security checklists, instantly accessible on the Practice Protect University. These checklists outline clear steps to ensure that your firm and team are aligned with industry standards and mitigating against risk.

Client Trust Pack

Demonstrate your proactive approach to managing risk with the Practice Protect Client Trust Pack. The Client Trust Pack gives you the assets and write-ups you need to differentiate from other accounting firms and give clients absolute peace of mind that you go above and beyond when it comes to their data. The Client Trust Pack is a collection of usable resources that communicate security practices, protocols and training practices for your firm, all facilitated through practice Protect. Includes: