TechBytes: Email Security for CPAs - What Every Partner Should Know But Most Don't IN PERSON
1.8 Credits
Member Price $55.00
Non-Member Price $70.00
Overview
If your firm runs on Microsoft 365, and almost every CPA firm does, then email is both your most valuable business tool and your single greatest risk. A small number of well-chosen controls dramatically reduce that risk. We’ll briefly touch on FTC Safeguards, IRS Pub. 4557, WISP, and AICPA expectations, then focus on the practical controls that satisfy them. Designed for solo practitioners and small-firm partners, this course translates email security from jargon into clear, decision-ready guidance.
Highlights
Microsoft 365 conditional access. Business-grade password management. When email encryption matters. Safer alternatives for sharing tax documents. Litigation hold, retention, and archiving requirements. Common Microsoft 365 and Exchange Online mistakes.
Prerequisites
None.
Designed For
Solo practitioners and small-firm partners.
Objectives
Reveiw practical email security controls.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Alec Taylor, ATTM Technologies
Alec Taylor has 32 years of experience in information technology, cybersecurity and leadership. Alec spent 7 years at T-Mobile, managing systems engineering & information security, and 16 years as co-owner of IVOXY Consulting, focusing on building scalable, secure & high-performance platforms & systems for banks, hospitals, and state organizations. Alec now focuses his efforts in assisting businesses minimize digital risk, ensuring compliance with government information security laws, and improving their experience with technology.
Non-Member Price $70.00
Member Price $55.00