Bookkeepers rely on multiple cloud apps and SaaS tools to serve clients efficiently—but every new app can open the door to security risks. This quick checklist helps you assess your safeguards across identity control, device protection, human awareness, and compliance. See where you’re covered, where you’re vulnerable, and how to protect client data without adding IT headaches.
What’s Inside:
- A simple self-assessment to reveal security strengths and gaps.
- The four pillars of a secure bookkeeping practice.
- Tips to strengthen compliance with WISP requirements.
- Guidance to help you focus on clients—not IT.