{"id":115539,"date":"2023-08-21t11:45:11","date_gmt":"2023-08-21t15:45:11","guid":{"rendered":"\/\/www.g005e.com\/?p=115539"},"modified":"2024-08-27t17:01:29","modified_gmt":"2024-08-27t21:01:29","slug":"cybersecurity-exemptions-for-orgs-with-less-than-5k-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/08\/21\/cybersecurity-exemptions-for-orgs-with-less-than-5k-clients\/","title":{"rendered":"cybersecurity exemptions for orgs with less than 5,000 clients"},"content":{"rendered":"<p><b>you may be off the hook, but not out of the woods.<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-115846 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm.png\" alt=\"\" width=\"1600\" height=\"759\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm.png 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-424x201.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-849x403.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-768x364.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-1536x729.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-300x142.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-600x285.png 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><em>by donny shimamoto<\/em><\/p>\n<p>management consulting company aon described an exemption for some of the ftc requirements for firms that handle the personal identifiable information (pii) of less than 5,000 consumers.<a href=\"#_edn1\" name=\"_ednref1\">[i]<\/a><\/p>\n<p style=\"padding-left: 40px;\">the safeguards rule provides an exception from certain requirements if the covered financial institution maintains customer information concerning fewer than 5,000 consumers. a consumer is defined in section 314.2(b)(1) of the safeguards rule as \u201can individual who obtains or has obtained a financial product or service from the financial institution that is used primarily for personal, family, or household purposes, or that individual\u2019s legal representative.\u201d<\/p>\n<blockquote><p><strong>more:\u00a0 <\/strong><a href=\"\/\/www.g005e.com\/2023\/07\/16\/hackers-find-cracks-in-systems-and-quickly-exploit-them-3\/\">how hacker-proof is your firm?<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/30\/unleashing-the-power-of-technology-transforming-accountants-into-trusted-advisors\/\">unleashing the power of technology: transforming accountants into trusted advisors<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/05\/future-firm-growth-requires-a-mindset-shift\/\">future firm growth requires a mindshift<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/08\/03\/c4t-trullion\/\">ai, ocr, nlp &amp; cpas: oh my!<\/a> \u00a0\u00a0| \u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/28\/accounting-nerds-tap-into-your-secret-super-powers\/\">accounting nerds, unlock your super powers<\/a> \u00a0| <a href=\"\/\/www.g005e.com\/2022\/09\/03\/rick-this-myers-auvenir-early-adopters-have-the-edge-in-audit\/\">early adopters gain an edge in audit<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/25\/dusitn-wheeler-for-serious-cas-success-hire-tech-teams\/\">dustin wheeler: for serious cas success, hire tech teams<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/06\/csr-for-cpas-the-missing-ingredient\/\">csr for cpas: the missing ingredient<\/a> | <a href=\"\/\/www.g005e.com\/2017\/12\/31\/agile-applies-cpa-firms\/\">donny shimamoto explains how &#8216;agile&#8217; applies to cpa firms<\/a> |\u00a0 <a href=\"\/\/www.g005e.com\/2021\/12\/03\/keep-your-remote-hybrid-team-happy-engaged-and-much-less-likely-to-leave\/\">staff retention for remote workers<\/a> | <a href=\"\/\/www.g005e.com\/2022\/07\/15\/say-goodbye-to-traditional-audit-why-the-future-of-audit-is-in-risk-advisory\/\">why the future is in risk advisory<\/a> | \u00a0<a href=\"\/\/www.g005e.com\/2019\/09\/05\/are-we-ready-for-non-cpa-cpa-firms\/\">ready for non-cpa &#8220;cpa&#8221; firms?<\/a><br \/>\n<img loading=\"lazy\" decoding=\"async\" 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: #c9990a;\">\u00a0exclusively for pro members.\u00a0<a style=\"color: #c9990a;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/02\/05\/22-predictions-for-2021\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" style=\"color: #c9990a;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>essentially if you handle less than 5,000 social security numbers, then it would appear that you can take advantage of this exemption. aon went on to report that if you fall under this exemption, then you do not need to address the following requirements:<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/08\/21\/cybersecurity-exemptions-for-orgs-with-less-than-5k-clients\/#more-115539\" 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%2f08%2f21%2fcybersecurity-exemptions-for-orgs-with-less-than-5k-clients%2f&amp;t=cybersecurity+exemptions+for+orgs+with+less+than+5%2c000+clients'  ><img  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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%2f08%2f21%2fcybersecurity-exemptions-for-orgs-with-less-than-5k-clients%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:%20cybersecurity%20exemptions%20for%20orgs%20with%20less%20than%205,000%20clients&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\/08\/21\/cybersecurity-exemptions-for-orgs-with-less-than-5k-clients\/\" title=\"email this: cybersecurity exemptions for orgs with less than 5,000 clients \"><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><b>you may be off the hook, but not out of the woods.<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-115846 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm.png\" alt=\"\" width=\"1600\" height=\"759\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm.png 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-424x201.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-849x403.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-768x364.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-1536x729.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-300x142.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/screenshot-2023-08-21-at-1.43.32-pm-600x285.png 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><em>by donny shimamoto<\/em><\/p>\n<p>management consulting company aon described an exemption for some of the ftc requirements for firms that handle the personal identifiable information (pii) of less than 5,000 consumers.<a href=\"#_edn1\" name=\"_ednref1\">[i]<\/a><\/p>\n<p style=\"padding-left: 40px;\">the safeguards rule provides an exception from certain requirements if the covered financial institution maintains customer information concerning fewer than 5,000 consumers. a consumer is defined in section 314.2(b)(1) of the safeguards rule as \u201can individual who obtains or has obtained a financial product or service from the financial institution that is used primarily for personal, family, or household purposes, or that individual\u2019s legal representative.\u201d<\/p>\n<blockquote>\n<p><strong>more:\u00a0 <\/strong><a href=\"\/\/www.g005e.com\/2023\/07\/16\/hackers-find-cracks-in-systems-and-quickly-exploit-them-3\/\">how hacker-proof is your firm?<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/30\/unleashing-the-power-of-technology-transforming-accountants-into-trusted-advisors\/\">unleashing the power of technology: transforming accountants into trusted advisors<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/05\/future-firm-growth-requires-a-mindset-shift\/\">future firm growth requires a mindshift<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/08\/03\/c4t-trullion\/\">ai, ocr, nlp &amp; cpas: oh my!<\/a> \u00a0\u00a0| \u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/28\/accounting-nerds-tap-into-your-secret-super-powers\/\">accounting nerds, unlock your super powers<\/a> \u00a0| <a href=\"\/\/www.g005e.com\/2022\/09\/03\/rick-this-myers-auvenir-early-adopters-have-the-edge-in-audit\/\">early adopters gain an edge in audit<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/25\/dusitn-wheeler-for-serious-cas-success-hire-tech-teams\/\">dustin wheeler: for serious cas success, hire tech teams<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/06\/csr-for-cpas-the-missing-ingredient\/\">csr for cpas: the missing ingredient<\/a> | <a href=\"\/\/www.g005e.com\/2017\/12\/31\/agile-applies-cpa-firms\/\">donny shimamoto explains how &#8216;agile&#8217; applies to cpa firms<\/a> |\u00a0 <a href=\"\/\/www.g005e.com\/2021\/12\/03\/keep-your-remote-hybrid-team-happy-engaged-and-much-less-likely-to-leave\/\">staff retention for remote workers<\/a> | <a href=\"\/\/www.g005e.com\/2022\/07\/15\/say-goodbye-to-traditional-audit-why-the-future-of-audit-is-in-risk-advisory\/\">why the future is in risk advisory<\/a> | \u00a0<a href=\"\/\/www.g005e.com\/2019\/09\/05\/are-we-ready-for-non-cpa-cpa-firms\/\">ready for non-cpa &#8220;cpa&#8221; firms?<\/a><br \/>\n<img loading=\"lazy\" decoding=\"async\" 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: #c9990a;\">\u00a0exclusively for pro members.\u00a0<a style=\"color: #c9990a;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/02\/05\/22-predictions-for-2021\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" style=\"color: #c9990a;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>essentially if you handle less than 5,000 social security numbers, then it would appear that you can take advantage of this exemption. aon went on to report that if you fall under this exemption, then you do not need to address the following requirements:<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/08\/21\/cybersecurity-exemptions-for-orgs-with-less-than-5k-clients\/#more-115539\" 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'  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href=\"mailto:?subject=cpa%20trendlines%20:%20cybersecurity%20exemptions%20for%20orgs%20with%20less%20than%205,000%20clients&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/08\/21\/cybersecurity-exemptions-for-orgs-with-less-than-5k-clients\/\" title=\"email this: cybersecurity exemptions for orgs with less than 5,000 clients \"><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":1382,"featured_media":115544,"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":[2741,1905,3120,2458,3002,1906,2246,2306],"tags":[],"class_list":["post-115539","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-checklist","category-clients-and-service","category-pro-member-exclusive","category-risk-management","category-special","category-tax-practice","category-busy-season","category-tech-and-fintech","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- 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