It’s 10:00. Do You Know Where Your Client Data Is?

Learn how to adopt a security mindset to protect your firm and client data.

with Larry Gutierrez

Exploring a Day in the Life of Your Client Data, and Assessing Your Security & Compliance Risk

A typical accountant exchanges hundreds, possibly thousands, of documents with their clients over the course of a year. These documents contain sensitive personal and financial information, and travel through computer networks and systems with varying degrees of security.

In a single day, any one of those documents might be accessed from a number of locations – from home, at the office, over Starbucks WiFi, even on an airplane. The question is – is your data protected at every point of interaction?

In this webinar, SmartVault security experts will help you establish what security professionals call a “security mindset.” We’ll address security risks facing accounting document management and workflow, as well as common security pitfalls and best practices. We’ll also review several procedures and practices that SmartVault employs to secure customer documents in transit and at rest. Finally, we’ll give you the tools you need to explain the basics of document security to your clients, to bolster your role as trusted adviser to your clients.

Watch this recorded webinar to learn how to:

  • Identify security risks facing typical tax documents and workflows.
  • Employ document management security best practices.
  • Understand how tools like SmartVault secure documents and ensure compliance.
  • Educate your clients on the basics of document security.
Larry Gutierrez
After serving as an officer in the US Navy, Larry Gutierrez worked for several software security, oil and gas companies. Larry’s 15 years of experience included roles as support team lead and manager for control and compliance software and solutions technical auditor. Larry has a Bachelor of Science degree from Texas A&M Corpus Christi and is a Certified Information Systems Security Professional.