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A typical accountant exchanges hundreds, possibly thousands, of documents with their clients over the course of a year. These documents contain sensitive personal and financial information, and travel through computer networks and systems with varying degrees of security.
In a single day, any one of those documents might be accessed from a number of locations – from home, at the office, over Starbucks WiFi, even on an airplane. The question is – is your data protected at every point of interaction?
In this webinar, SmartVault security experts will help you establish what security professionals call a "security mindset." We’ll address security risks facing accounting document management and workflow, as well as common security pitfalls and best practices. We’ll also review several procedures and practices that SmartVault employs to secure customer documents in transit and at rest. Finally, we’ll give you the tools you need to explain the basics of document security to your clients, to bolster your role as trusted adviser to your clients.
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Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
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Identify security risks facing typical tax documents and workflows.
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Employ document management security best practices.
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Understand how tools like SmartVault secure documents and ensure compliance.
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Educate your clients on the basics of document security.
QUESTION 1: 18:00 minutes
QUESTION 2: 30:00 minutes
QUESTION 3: 50:00 minutes
- CPAacademy self-study courses are online.
- The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
- Per NASBA guidelines, you have one year from date of purchase to complete each program.
- Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
- Print your own certificate of completion on the spot upon passing the exam.
- Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
- Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
John Marchesini, Ph.D.
SmartVault
Software Architect
As a Software Architect at SmartVault, Dr. John Marchesini's responsibilities include aiding in the design and implementation of the SmartVault platform. He has fifteen years of software development experience that span academic research labs, early stage start-ups, large commercial software vendors, and independent consulting. His experience has been with security and systems management software, as well as energy trading platforms. John has built several software products and platforms, and has managed technical teams from small to large. John holds a B.S. in computer science from the University of Houston and a Ph.D. in computer science from Dartmouth College. He has published several conference and journal articles on the topics of application security and PKI. In 2007, he co-authored a textbook on the subject: The Craft of System Security.
Larry Gutierrez
SmartVault
Compliance Manager
After serving as an officer in the US Navy, Larry Gutierrez worked for several software security, oil and gas companies. Larry’s 15 years of experience included roles as support team lead and manager for control and compliance software and solutions technical auditor. Larry has a Bachelor of Science degree from Texas A&M Corpus Christi and is a Certified Information Systems Security Professional. Larry now serves as Compliance Manager for SmartVault.
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