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

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

Recorded January 6, 2016 @ 2:00 PM Eastern Time

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.


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Hosted by…

John Marchesini, Software Architect

John Marchesini, Security Software ArchitectAs a Software Architect at SmartVault, Dr. John Marchesini’s responsibilities include aiding in the design and implementation of the SmartVault platform. He has fifteen years of software development experience that span academic research labs, early stage start-ups, large commercial software vendors, and independent consulting. His experience has been with security and systems management software, as well as energy trading platforms. John has built several software products and platforms, and has managed technical teams from small to large.

John holds a B.S. in computer science from the University of Houston and a Ph.D. in computer science from Dartmouth College. He has published several conference and journal articles on the topics of application security and PKI. In 2007, he co-authored a textbook on the subject: The Craft of System Security.

Larry Gutierrez – Compliance Manager

Security & Compliance Expert, Larry GutierrezAfter 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. Larry serves as Compliance Manager for SmartVault and can be contacted at security@smartvault.com