The Ultimate

Practice Management Security Checklist

 “I like to have a place where clients feel safe with uploading documents that contain personal information like socials and not having to worry about hackers. I also like that clients have access to their documents even if we part ways. Having a secure and encrypted client portal is crucial to tax preparation.”—Canopy user Lisa H.

Having these security best practices and a stellar practice management software in place will elevate your accounting firm. Get the checklist today.