Content Provider
Sponsored by
Rewind%20logo light
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Building out Security Protocols for Your Practice


Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 25, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As accounting firms continue migrating their clients to the cloud at an unprecedented pace, it has never been more critical to establish clear protocols for managing, storing, and accessing your clients' data online. With data breaches becoming increasingly common, it is essential for firm leaders to up their security knowledge and put common-sense security practices in place. Instead of placing blind trust in the tools we use and the teams we have, firm leaders need to proactively build a security playbook and educate their team members and their clients accordingly.

In this webinar, Nick Norton of Geels Norton will outline the steps your firm can be taking to understand your liabilities when it comes to your clients' data and will give actionable advice on how to go about implementing security protocols in your organization. 

Learning Objectives:

  • Identify your firm’s liability when it comes to protecting your clients' data in the cloud

  • Determine the security layers necessary within your organization

  • Recognize the elements that need to be a part of your firm’s security protocols

Not logged

Nick Norton

Geels Norton
Co-Founder & Chief Visionary
(207) 749-3939


Nick is co-founder and Chief Visionary of Geels Norton LLC, a data security compliance and advisory firm for companies seeking high touch, high quality, and high value. After achieving Partner at three consecutive top-tier firms, Nick’s unwavering belief that there is a better way helped pave the path for Geels Norton’s founding. He’s learned the positives of large firm experience, as well as the negatives. He’s witnessed the audit industry’s inefficiencies, and he loves to challenge the status quo in pursuit of a better way.

Nick is an industry-recognized leader for SOC 2 audits and Microsoft SSPA Independent Assessments. He focuses on helping high-growth technology companies maintain focus on building exceptional products while simultaneously demonstrating sound IT governance practices. Nick’s hands-on approach to client service helps ensure that companies implement practices that support their strategic growth, not just check-off the compliance box.

Servicing clients coast to coast, Nick and his family have shared their time between New England and Seattle, WA. They now reside in Portland, Maine. As avid skiers, hikers, bikers, boaters, and golfers, they enjoy the New England and Pacific Northwest outdoor playgrounds.

About Our Sponsor

Rewind%20logo light
Since 2015, Rewind has been on a mission to help businesses protect their SaaS and cloud data. Today, over 80,000 customers in more than 100 countries use Rewind’s top-reviewed apps and support to ensure their software-as-a-service applications run uninterrupted. The Rewind platform enables companies to back up, restore, and copy the critical data that drives their business across multiple cloud platforms including QuickBooks Online, Shopify, Bigcommerce, and more.