Offshore and outsourced talent is a great way to increase your firm’s capacity. But without the right controls, it’s also an easy way to increase your operational risk. This session is your guide to scale with less risk, by creating consistent systems for managing access, securing devices, and protecting client data.
You’ll learn how to:
- Recognize the security and operational risks of scaling offshore and outsourced teams
- Explain why security risks stem from weak controls, not workforce location
- Apply key principles of secure scaling, including least-privilege access, managed devices, and structured offboarding
- Improve visibility and control through stronger access management, monitoring, and governance practices
- Evaluate secure approaches to outsourced tax delivery that protect client data while enabling firm growth