Webinar

Creating a culture of security for your firm

Join Molly Gallaher Boddy and Gaynor Meilke as they address the critical issue of IRS security compliance for accounting firms. They’ll cover three key areas: safeguarding personally identifiable information (PII), developing a comprehensive Written Information Security Plan (WISP) and partnering with external experts for compliance management. Attendees will learn practical strategies for protecting sensitive data, gain insights into creating and maintaining an effective WISP, and discover the benefits of partnering with security and compliance specialists. This webinar is designed to equip accounting firms with the knowledge and tools needed to meet IRS security requirements efficiently, even if they lack in-house expertise or face time constraints.

Creating a culture of security for your firm

Duration 51:50

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webinar cover 51:50

Compliance with IRS security requirements is essential for accounting firms, yet many lack the necessary expertise or time to implement and maintain these standards. Join Molly Gallaher Boddy and Gaynor Meilke as they explore crucial strategies for ensuring your firm meets its compliance obligations effectively.

In this webinar, you’ll learn:

  • Practical strategies for safeguarding and securing sensitive data like client and employee personally identifiable information (PII) in accordance with industry standards and regulations.
  • Essential components of an accounting firm Written Information Security Plan (WISP), including best practices for development, implementation and ongoing maintenance that align with regulatory frameworks and client expectations.
  • How to identify, vet and engage with reputable external partners who specialize in security and compliance to help firm owners meet regulatory requirements.

Equip your accounting firm with the knowledge and resources necessary to navigate IRS security compliance confidently!

Presenters: Molly Gallaher Boddy, Senior Product Marketing Manager, Rightworks, and Gaynor Meilke, Owner, Charisma Ink, LLC