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Accounting & Tax Firm Technology Security Checklist
Protect Client Information. Strengthen Your Security Program. Know Where You Stand.
Your accounting or tax firm handles sensitive taxpayer, financial, employee, and client information every day. This checklist helps you take a practical first look at the technology, processes, and safeguards supporting your business.
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Checklist Review Areas
WISP & Governance
Identity, MFA & Access Control
Endpoint Security
Email & Phishing Protection
Data Protection
Backup & Recovery
Employee Awareness
Incident Response
Vendors
AI Governance
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