Learn about the latest cybersecurity threats facing accountants

Managing risk and data security compliance in an SMB accounting firm is not just an IT issue. Criminals rarely target IT systems, they target weaknesses or mistakes made by team members when they legitimately access IT systems and application logins to perform their work.

Accounting and bookkeeping firms that take steps to educate themselves on how a hack happens and the latest trends in cybercrime will be armed with the right knowledge to prevent attacks against their firm, maintain centralized control over team member access and tangibly demonstrate due diligence as a responsible client data custodian.

Woodard™ have engaged Practice Protect to provide member firms with an accredited 45 minute Accounting Security Consultation to address what tools, practices and collateral is available to reduce risk and stay in control of client data.

Complimentary Cybersecurity Training Pack

Firms that claim the free security consultation offer above will also receive access to a cybersecurity training pack that includes:

  • A data security plan checklist that provides a clear roadmap to being compliant with IRS 4557.
  • A work from home best practice checklist to ensure team members working outside of the office aren’t creating opportunities for a possible breach.
  • An on-demand webinar unpacking what cybersecurity actually means, the three most common breaches at accounting firms and the easy way to secure your business.

“This has helped with my security, with me being up in the middle of the night, worried about our client data. I don’t do that anymore because it’s all securely protected by single sign-on and auto-generates. I just don’t have to worry about that.”

Jamie E. O’Kane, CPA

“While we were vetting Practice Protect, one of our clients had a hack. So we’re having this discussion on the one hand with a client who’s freaking out, and then on the other hand with Practice Protect, and I’m just like, “This is a no brainer, sign us up.” Don’t be a statistic.”

Jonathan Rivlin, CPA

“You gave us a lot of support during that process, it was smooth and user-friendly. The team did a great job of holding my hand through the process.”

Anthony D’Alba, Integrated Bookkeeping & Technology

“It’s powerful to be able to see who’s accessed what and when. The one-click staff offboarding is also very easy and valuable.”

Kelly Eke & Peter McCarthy, Precision Taxation Accounting & Management

“It gives me a lot of comfort and I can sleep at night knowing that we’re proactive managing those risks”

Rob Petagna, Argentum Consulting

“The amount of time that Practice Protect is saving us in a day, especially our bookkeeper; is amazing. We love it!”

Leah Oliver, Minnik Chartered Accountants

“We have expanded our remote team across Australia and overseas. We wanted something to be quick and easy to set them up”

Donna Stakelum, River City Bookkeeping

“It doesn’t matter how well you think you’re covered, you still need to have a whole lot of precautions in place as well. And one of the precautions we have now is Practice Protect.

Sam Rotberg, AS Partners

“You have blown it out of the ballpark! This has been the easiest out of any implementation we’ve been through. You’ve been a dream to deal with.”

Tanya Munro, Evolve Online Bookkeeping & PJT Accountants

Woodard™ Partnership

Woodard Institute is partnering with Practice Protect as it is serious about protecting it’s community from the increasing online threats and the increasing instances of fraud impacting the accounting community.

“We’re tired of seeing our member firms taking damage from cyber incidents and our goal is to build awareness around best practices and assisting firms in their role as responsible client data custodians. Equipping firms with the right policies, collateral, and tools is our absolute priority as we move into a new tax year.”
– Joe Woodard

What you will learn from the Security Consultation

  • How to conveniently maintain delegated control over access to the apps, logins and bank accounts that employees and other stakeholders require to execute work efficiently.
  • How to maintain IRS 4557 guideline compliance as an accounting professional and the documented practices that need to be in place to limit liability including step by step instructions on the newly mandated data security plan.
  • How the Practice Protect platform helps busy SMB accounting firms cut to the chase, solve the cybersecurity problem and get on with doing business with confidence in the face of growing online risk.
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