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Security Workflow for Your Growing Accounting Firm: A Step-by-Step Guide with Brad Messner
Manage episode 477190180 series 3582774
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Growth is thrilling. Your accounting firm is gaining traction, new clients are onboarding, and your team is expanding, and you hit the wall—not the productivity wall, but the security wall.
That’s when fear creeps in. One wrong click. One accidental email. One piece of client data was sent to the wrong “John,” and everything you’ve built is at risk.
At WorkflowCon 2024, cybersecurity expert and seasoned tax professional Brad Messner dropped some real-world wisdom for firms navigating this growth-security paradox. “It’s not just about compliance,” Brad said. “It’s about implementation. It’s about execution.”
Let’s break Brad’s strategic roadmap to create a secure, scalable workflow without sabotaging client trust or team efficiency.
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