5 mobile device security tips for okc accountants (slideshare)

Courtesy of Emsco Solutions

http://www.ITGuideforOKCCPAs.com

5 Mobile Device Security Tips

for OKC Accountants

http://www.itguideforokccpas.com/

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Leveraging these “Five W’s”

of secure mobile client data

access, will set your firm in

good stead as far as protecting

your clients’ private data, Ron Vaughn

Solutions Specialist



and ensure your reputation

remains unscathed by the

perils of data lossRon Vaughn




Who Should Be Using Mobile

Devices to Access Client Data?Ron Vaughn




If you are a CPA assigned

to a particular client,

and meet with them

in a location with secured

Wi-Fi protocols,Ron Vaughn




you may have justification

to access a client’s information

on an iPhone, Android tablet,

or UltrabookRon Vaughn Solutions Specialist



You might be finalizing their

tax return at their office,

preparing for an audit in their

home office, or collaborating

in a virtual office facilityRon Vaughn




What Data Should CPAs Access

on a Tablet or Smartphone?Ron Vaughn




Most commercial

off-the-shelf applications

have a complementary app

in the Google Play or

iTunes App StoresRon Vaughn




These apps are a more secure

way to access documents,

client records, or financial data

than with a mobile browseRon Vaughn Solutions Specialist



If you have any concern

about the security posture

of the environment you are

working in, Ron Vaughn Solutions Specialist



use a Wireless Virtual Private

Network application in place

to provide an added level

of securityRon Vaughn Solutions Specialist



When Should

Accounting Professionals

Wirelessly Access Client Files?Ron Vaughn




The only truly acceptable

scenarios which merit wireless

access in potentially insecure

areas may includeRon Vaughn Solutions Specialist



(and only with a Wireless

VPN app, and using

Mobile endpoint security

applications):Ron Vaughn Solutions Specialist



• Assisting a client to provide

evidence to avoid criminal

prosecutionRon Vaughn




• Sourcing of documents

to mitigate regulatory finesRon Vaughn




• Accessing data to avoid

litigation from their

respective clientsRon Vaughn




Where Should You Access

Client Files without a Wired

Connection?Ron Vaughn




Wait until you are safe within

the confines of your office or

home office on your secure

Wi-Fi environmentRon Vaughn Solutions Specialist



In most cases, a mobile

accounting app is your most

secure experienceRon Vaughn




Why is it Risky for Accounting

Professional Access Financial

Data on Public Wi-Fi?Ron Vaughn




Each time you tap into your

client data outside a trusted

network, you are putting

your firm and your client at riskRon Vaughn Solutions Specialist



Ensure every wireless endpoint

is outfitted to gain access to

your accounting applications

with a standardized security

arsenal of encryption,

Ron Vaughn Solutions Specialist



anti-virus, anti-malware,

and software which can

“brick” your device should it

get stolenRon Vaughn Solutions Specialist



Bottom Line

Ron Vaughn Solutions Specialist



Mobile device security policies

and procedures must be put

in place and followed in your

Oklahoma CPA firmRon Vaughn




in order to make certain

your client’s confidential data

is protectedRon Vaughn Solutions Specialist



Does your OKC accounting

firm have any additional

mobile device security tips?Ron Vaughn




Please share your thoughts

in the Comments box belowRon Vaughn



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