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3 Simple Solutions for Keeping Client Data Secure


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 1, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Cybersecurity
Course Description

Have you secured your clients’ financial data from external threats and internal breaches?

You and your team are likely a few clicks away from client financial statements, SSNs, bank logins, account numbers, vendor lists, employee details—and a LOT of other sensitive financial information. Yet, many firms have NO data security plan in place and are unprepared to respond to a breach. This situation puts your client data (and your firm’s reputation) at risk.

Cybercrime is a trillion-dollar industry, and 43% of data breaches involve small business victims—so it’s your duty to stay informed about the latest threats and best practices for keeping your client data safe. Just as you depend on an accounting “app stack” to manage client financials, advisors need to think about a corresponding “data security stack” to safeguard client data. 

In this webinar, we will walk you through some of the latest risks facing accounting firms and three simple solutions for ensuring that your client data is secure.

Learning Objectives:

  • Recognize how the security landscape has evolved as a result of cloud accounting

  • Recall your potential obligations to safeguard client data

  • Identify the four critical components of a data security plan

  • Determine potential gaps in your firm’s security

  • Practice running a more secure firm with three simple solutions

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Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker specializing in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in CPA Practice Advisor’s accounting profession. He is the co-host of the Cloud Accounting Podcast, a weekly news round-up at the intersection of accounting and technology that is also the #1 podcast for accountants and bookkeepers in the world.

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Jon Melloy is the Head of Business Development of Practice Protect, an integrated suite of cyber-security software, compliance documents, team training and certification that enables over 850 global accounting firms to secure and control their sensitive client data and work efficiently in a cloud-first world. 


Gavin Cutler

Product Marketing Manager
(855) 573-9463

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Gavin Cutler is the Product Marketing Manager for the Accounting Vertical at Rewind. The Rewind platform enables companies to back up, restore, and copy the critical data that drives their business. Today, over 100,000 customers in more than 100 countries use Rewind’s top-reviewed apps and support to ensure their software-as-a-service applications run uninterrupted.

About Our Presenter

Relay is turbocharged banking for small business. Open an account in minutes, issue corporate cards in seconds and automate bookkeeping.

Banking is the nerve center of small business and yet, it has long been a tax on small business. Relay Financial is building banking that automates financial management and helps small business owners get back to doing what they love!