Providing exceptional accounting services to your clients and simultaneously securing their sensitive data is what can make your accounting firm stand out from the competition. Here are top ways how your accounting firm can protect clients' accounting data.

1. Top 5 Ways How
Accounting Firms
Can Protect Their
Client Data

2. It’s a tricky situation when you are handling client’s accounting process
and simultaneously responsible for the security of client’s data and
information.

3. The probability of data breach nowadays is increased with the
advancements in technology, and this gives rise to preventive
measures, an accounting firm should follow.
Here are 5 of the most important actions to keep client’s data safe.

4. √ Safeguard the credentials that are used to access
client’s sensitive data.
√ Change passwords periodically.
√ Beware of Phishing scam, where you may be tricked
to share credentials.
1. Shield
Credentials
4

5. 2. Spread the
Awareness
5
Client education is one of the most vital elements of data
security. Following elements can help maintain data
security:
 Circulate security awareness content and documents
 Organize meetings and training programs on security
awareness
 Provide information about data breach methods, their
impacts, and preventive measures.

6. 3. Physical and
Administrative
Security
Admin can maintain data security by
taking control over who can view, edit &
share critical data within the organization.
6
Implement physical security measures like on-site
security staff, logging, monitoring, card and
biometric based access control, and others.

7. 4. Secure Your
Remote
Desktop
Protocol
(RDP)
7
RDP is a communication protocol designed to access
cloud data and application remotely.
Make sure to:
√ Use SSL/TLS for Data Transmission
√ Enable Encryption
√ Apply Microsoft security patches to all systems
√ Use Virtual Private Network (VPN) with RDP.
VPN: Virtual Private network that creates safe connection over internet
allowing secure remote access to application

8. 5. Implement
Multi-Factor
Authentication
(MFA)
8
MFA is added security method to verify the user’s
integrity accessing critical data at two or more levels.
MFA technologies are security tokens, mobile
authentication, Biometric authentication, and others.
An accounting firm having multiple client accounts
should use MFA to have access to the clients’ data.

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REFERENCES
7 tips for keeping client data secure
-Accounting Today
Top 3 ways accounting firms can protect client
data -Accounting Today
How Accounting Firms Can Protect Their Data, And Their
Clients' -CPA Practice Advisor
Image Credits
Pexels.com
Flaticon.com
Why You Should Change the Passwords of Your Windows Accounts Periodically?
-Ace Cloud Hosting
7 Must Follow Rules for Complete Data Security on Cloud
-Ace Cloud Hosting