ON DEMAND WEBINAR

Security and Offshoring: Guarding Data Security in a Shifting Digital Ecosystem

Watch on demand webinar until December 31 2023

Actionable strategies that will transform your data security landscape.

As an answer to ever-growing capacity pressures, more and more accounting firms are finding the staff they need in offshore talent providers. But this solution can raise some questions about data security protocols and measures.

Firms and offshore providers need to work together to ensure that valuable client data is kept safe, and access is given to only those who need it. This can seem daunting, but in fact, can be done easily if key principles and protocols are followed.

Join Steve Perkins (CIO of HoganTaylor LLP) and Nick Sinclair (TOA Global Founder) to gain valuable insights into the challenges faced and strategies implemented to safeguard sensitive information in a dynamic digital landscape during offshoring operations. Empower your firm with key tips on what to watch out for and consider when assessing data security measures employed by offshoring providers.

Key Takeaways

Client Service Assistants Deep Purple png

Strengthen Data Security:

With people-centric measures and a comprehensive WISP (Written Information Security Plan) you can better safeguard sensitive client information.

Paraplanners Deep Purple 1 png

Fuse Technology and Training:

Elevate data security by seamlessly integrating tech and governance, bridging the gap between tools and possible human error.

Marketing Coordinators Deep Purple 1 png

Key Takeaways

Client Service Assistants Deep Purple png

Strengthen Data Security:

With people-centric measures and a comprehensive WISP (Written Information Security Plan) you can better safeguard sensitive client information.

Paraplanners Deep Purple 1 png

Navigate Regulatory Demands:

Learn how to align your firm to the FTC and IRS mandates for a WISP.

Marketing Coordinators Deep Purple 1 png

Fuse Technology and Training:

Elevate data security by seamlessly integrating tech and governance, bridging the gap between tools and possible human error.

Administrators_Deep-Purple-1.png

Automatic Security through a Single Portal Approach:

Streamline and simplify protection for staff and clients with a single portal that automates data safeguards.

Key Takeaways

Client Service Assistants Deep Purple png

Strengthen Data Security:

With people-centric measures and a comprehensive WISP (Written Information Security Plan) you can better safeguard sensitive client information.

Paraplanners Deep Purple 1 png

Navigate Regulatory Demands:

Learn how to align your firm to the FTC and IRS mandates for a WISP.

Marketing Coordinators Deep Purple 1 png

Fuse Technology and Training:

Elevate data security by seamlessly integrating tech and governance, bridging the gap between tools and possible human error.

Administrators_Deep-Purple-1.png

Automatic Security through a Single Portal Approach:

Streamline and simplify protection for staff and clients with a single portal that automates data safeguards.

Key Take-aways

Client Service Assistants Deep Purple png

Strengthen Data Security:

With people-centric measures and a comprehensive WISP (Written Information Security Plan) you can better safeguard sensitive client information.

Paraplanners Deep Purple 1 png

Navigate Regulatory Demands:

Learn how to align your firm to the FTC and IRS mandates for a WISP.

Marketing Coordinators Deep Purple 1 png

Fuse Technology and Training:

Elevate data security by seamlessly integrating tech and governance, bridging the gap between tools and possible human error.

Administrators_Deep-Purple-1.png

Automatic Security through a Single Portal Approach:

Streamline and simplify protection for staff and clients with a single portal that automates data safeguards.

Watch this on-demand webinar
until December 31, 2023

Steve Perkins

Steve Perkins

CIO, HoganTaylor, LLP

Steve Perkins has nearly 30 years of experience in information technology management and consulting. In his role as Chief Information Officer, Steve provides strategic leadership and is responsible for the planning, implementation and oversight of all firm technology innovation and process improvement initiatives. His contributions bring exceptional value to the accounting industry and its technological advancements.

HoganTaylor LLP is a leading regional CPA and business advisory firm.

Nick

Nick Sinclair

TOA Global Founder

Nick and his team at TOA Global work with more than 1,000 international firms and over 3,600 specialist accountants and support team members. Ten years in, they’re still scaling. Nick is regularly invited to talk on effective people management and global talent strategies as solutions in labor-tight markets, drawn from his experience and conversations with accountants and firm owners from around the world.

TOA Global is the leading offshore talent and staffing solutions provider exclusive to the accounting industry.