What is PII? According to the United States Department of Labor, personally identifiable information, or PII, is information that either: identifies a specific individual (direct identification) or identifies individuals by their connection with data elements, such as gender, race, and other demographic information (indirect identification). There are different types of PII but the one businesses […]
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Tech Blog Series: PII Protection (Part 1)
September 26, 2014Published In: Small Firm Tips, Tech Blog Series
Tags: client satisfaction, data monitoring, employee, employee education, financial information, firewall, firewall software, law firm, medical records, personally identifiable information, PII, reasonable protection, sensitive information, Small CPA Firm, Small Firm, social security numbers | Comments Off on Tech Blog Series: PII Protection (Part 1) -
Small CPA Firm Issues for 2013
July 26, 2013At Protexure, we pride ourselves in being a small firm advocate. Our dedicated staff is here to lend an ear whenever our clients have a concern about their business. After hearing what our clients are most concerned with in the accounting industry in the year 2013, we decided to compile them for your benefit! Here’s […]
Published In: Uncategorized
Tags: Client Retention, CPA Skills, New Clients, protexure, recruiting, revenue, Seasonality, Small CPA Firm, Small CPA Firm Issues, Small Firm, Small Firm Issues, Social Media, Sole Practitioners, Solo Practitioners, Staffing, Succession Planning, Tax Law | Comments Off on Small CPA Firm Issues for 2013