Updated Security Laws For CPA’s and Other Tax Professionals

There are ongoing changes to existing security laws that affect CPA’s and other tax professionals. An example of this is within the new Massachusetts law governing how a client’s personal information is handled. Regardless of what state you are in, if you have a website hosted by CPA Site Solutions, then there are several ways that you and your clients data are kept secure that should meet any new requirements you may encounter.

Gears

14 Layers of Security

14 Layers of Security. All data for any website hosted by CPA Site Solutions has 14 layers of security. One way to think about layers of security is with your house.

If you have a key and an alarm then you have two levels of security. Once I pick the lock and disable the alarm then I have gained access. Each of our 14 layers protects you and your clients data from illegal access.

SAS 70 Type-II. There are many data centers out there that have security measures in place but our data center is SAS 70 Type-II certified. This means that, “a specially trained CPA Firm performed an in-depth audit attesting to the fact that the datacenter has sufficient processes, controls, and safeguards to keep your data safe from theft, corruption or mishandling.”

Passwords. There are stringent requirements for creating a password for an admin, firm, or client accounts. Beyond that none of our account representatives have access to any of those passwords.

Data Logs. Every CPA website hosted by CPA Site Solutions has a report that can be run showing all of the activity on every account. These data logs can be accessed at anytime.

(To access the data logs you need to be logged into the Secure File Exchange. Up near the top left corner is a More option. When you click on this you get several options one of which is titled “Usage Report.” )

There are many ongoing changes to the security laws in place. By using Secure File Exchange that comes with every website hosted by CPA Site Solutions, your firm can help stay within compliance.

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