{"id":111720,"date":"2023-05-23t13:24:56","date_gmt":"2023-05-23t17:24:56","guid":{"rendered":"\/\/www.g005e.com\/?p=111720"},"modified":"2024-08-07t23:09:08","modified_gmt":"2024-08-08t03:09:08","slug":"how-to-safeguard-client-information","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/23\/how-to-safeguard-client-information\/","title":{"rendered":"how to safeguard client information"},"content":{"rendered":"<p><a href=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-90892\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-424x283.jpeg\" alt=\"protecting user privacy\" width=\"424\" height=\"283\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-600x400.jpeg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-849x566.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-768x512.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy.jpeg 1000w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a><strong>five areas of information security to cover.<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>your clients trust you with their information; however, in today\u2019s world, where sensitive information can be compromised and distributed, clients want assurance that their information is safe and that you are protecting them from identity theft.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/05\/16\/how-to-create-effective-communication-systems\/\">how to create effective communication systems<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/25\/start-every-engagement-with-an-sla\/\">start every engagement with an sla<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/04\/get-the-most-out-of-your-client-meeting\/\">get the most out of your client meeting<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/28\/why-you-need-standard-naming-conventions\/\">why you need standard naming conventions<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/07\/how-to-develop-internal-procedures\/\">how to develop internal procedures<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/17\/proper-workflow-demands-consistency\/\">proper workflow demands consistency<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\">workflow tools can deepen client relationships<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/05\/23\/how-to-safeguard-client-information\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>although certain state laws (check with your state); federal laws such as gramm-leach-bliley (glb), which covers individual privacy disclosures; and the aicpa rules of ethics do provide some protection, we recommend that as the trusted business advisor, you should disclose to your clients how you:<\/p>\n<ul>\n<li>safeguard their information in your office and on your servers<\/li>\n<li>securely transmit sensitive data<\/li>\n<li>closely supervise access to authorized parties only<\/li>\n<\/ul>\n<p> <a href=\"\/\/www.g005e.com\/2023\/05\/23\/how-to-safeguard-client-information\/#more-111720\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f23%2fhow-to-safeguard-client-information%2f&amp;t=how+to+safeguard+client+information'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f23%2fhow-to-safeguard-client-information%2f&amp;title=how+to+safeguard+client+information&amp;summary=five+areas+of+information+security+to+cover.%0d%0a%0d%0aby+penny+breslin%0d%0ait%e2%80%99s+not+just+the+numbers%0d%0a%0d%0ayour+clients+trust+you+with+their+information%3b+however%2c+in+today%e2%80%99s+world%2c+where+sensitive+information+can+be+compromised+and+distributed%2c+clients+want+assurance+that+their+information+is+safe+and+that+you+are+protecting+t'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f23%2fhow-to-safeguard-client-information%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20to%20safeguard%20client%20information&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/05\/23\/how-to-safeguard-client-information\/\" title=\"email this: how to safeguard client information \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><a href=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-90892\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-424x283.jpeg\" alt=\"protecting user privacy\" width=\"424\" height=\"283\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-600x400.jpeg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-849x566.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy-768x512.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/11\/cyber-security-data-protection-information-privacy-antivirus-virus-defence-internet-technology-concept-adobestock_459465972-1000w-copy.jpeg 1000w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a><strong>five areas of information security to cover.<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>your clients trust you with their information; however, in today\u2019s world, where sensitive information can be compromised and distributed, clients want assurance that their information is safe and that you are protecting them from identity theft.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/05\/16\/how-to-create-effective-communication-systems\/\">how to create effective communication systems<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/25\/start-every-engagement-with-an-sla\/\">start every engagement with an sla<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/04\/get-the-most-out-of-your-client-meeting\/\">get the most out of your client meeting<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/28\/why-you-need-standard-naming-conventions\/\">why you need standard naming conventions<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/07\/how-to-develop-internal-procedures\/\">how to develop internal procedures<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/17\/proper-workflow-demands-consistency\/\">proper workflow demands consistency<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\">workflow tools can deepen client relationships<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/05\/23\/how-to-safeguard-client-information\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>although certain state laws (check with your state); federal laws such as gramm-leach-bliley (glb), which covers individual privacy disclosures; and the aicpa rules of ethics do provide some protection, we recommend that as the trusted business advisor, you should disclose to your clients how you:<\/p>\n<ul>\n<li>safeguard their information in your office and on your servers<\/li>\n<li>securely transmit sensitive data<\/li>\n<li>closely supervise access to authorized parties only<\/li>\n<\/ul>\n<p> <a href=\"\/\/www.g005e.com\/2023\/05\/23\/how-to-safeguard-client-information\/#more-111720\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f23%2fhow-to-safeguard-client-information%2f&amp;t=how+to+safeguard+client+information'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f23%2fhow-to-safeguard-client-information%2f&amp;title=how+to+safeguard+client+information&amp;summary=five+areas+of+information+security+to+cover.%0d%0a%0d%0aby+penny+breslin%0d%0ait%e2%80%99s+not+just+the+numbers%0d%0a%0d%0ayour+clients+trust+you+with+their+information%3b+however%2c+in+today%e2%80%99s+world%2c+where+sensitive+information+can+be+compromised+and+distributed%2c+clients+want+assurance+that+their+information+is+safe+and+that+you+are+protecting+t'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f23%2fhow-to-safeguard-client-information%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20to%20safeguard%20client%20information&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/05\/23\/how-to-safeguard-client-information\/\" title=\"email this: how to safeguard client information \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":4581,"featured_media":98562,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,3120,3002],"tags":[],"class_list":["post-111720","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-pro-member-exclusive","category-special","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>how to safeguard client information - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/05\/23\/how-to-safeguard-client-information\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"how to safeguard client information - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2023\/05\/23\/how-to-safeguard-client-information\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" 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