Doc.It provides document management and web portals.
Don't Expose Your Clients' Data
Doc.It provides document management and web portals.
Accountancy firms manage very sensitive data about clients’ business strategies, financial performance, revenue, profits and product plans. An inadvertent breach of that data could be extremely damaging to the client company.
We all know this – accountants have a duty to safely and securely manage and store their customers’ data, particularly today with the EU general data protection regulations (GDPR). Firms are also aware of the cyber security implications and threats as it has become a mainstream topic in the media and industry events. How confident are you that your clients’ data is secure?
Now is the time to assess your firm’s data security and take steps to improve it. For accounting firms, documents and data are critical assets. A security failure could result in the loss of clients, loss of reputation, and costly legal ramifications. We have increased our education and outreach efforts to bring firms up to speed on security risks and providing advice on measures you can take to reduce the risk of data breach or loss. Start your assessment with our Diagnostic Worksheet: General Practices Risking Data Security.
Don Emery spoke at an industry conference in June 2018 on this topic - “I Exposed My Client!” The presentation offers practical information on the security gaps that are common in most firms:
- Secure exchange of documents with clients
- Loss of records
- Wasted time searching looking for documents
- Making errors because of sloppy document management
- Inability to service your client efficiently
An archived webinar on the same topic is available on demand: Reduce Risk, Improve Security.
Doc.It also joined our hosting solutions partner Cetrom in a discussion of firm security. That event is also available for on-demand viewing: Accounting Firm Data Security Risks and Best Practices.
Doc.It works with accountancy firms every day to help identify inefficient and risky processes and security gaps, and to mitigate the risk of data loss. Contact us for a review of your document management processes.
