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Part 3 of 5 - Security: Insights for Technology around Prep, Comp, and Review Services

For many firms, particularly smaller firms, it can be challenging to ensure that all your systems and technology adhere to security standards. Couple that with clients who likely favor convenience over security, and you have significant potential liability on your hands. In this session, we identify some of the important questions to get answered and considerations for your technology to help ensure a secure process for everyone.

Note: In assessing the technology landscape of the profession, CPA.com and the AICPA have identified 5 key performance factors for technology that will give firms a competitive advantage in how they approach preparation, compilation and review engagements:

  • Engagement Setup and Build
  • Real-time Collaboration Process
  • Security
  • Integration of Methodology and Deliverables
  • Cloud Ecosystem

This session is part 3 of a 5-part webinar series examining key areas to help drive efficiency, quality and value in prep, comp and review engagements. To view the previously recorded sessions, or to sign up for an upcoming webinar in the series, please visit this site.