Firm Operations How-To: Protecting and maintaining client & firm data

After extension season ends, the race is on to get the firm ready for tax season. There’s a lot you can do in the fourth quarter to prepare for an efficient and productive busy season. In fact, a new ebook, Firm Operations: Office Productivity, provides how-to instructions for 9 projects you can complete before the end of the year. Varying in complexity from a few hours to a few weeks, the projects span areas including managing client and firm data, improving client service, and preparing staff to succeed.

How to protect and maintain firm data

One of the most important areas for firms to focus on is protecting and maintaining client and firm data. Information security has never been more important in accounting firms. The influx of work during tax season makes now a perfect time to ensure you are properly maintaining firm data. Consider these projects:

  • Review and update your security policies. Keeping data secure is a year-round job. You may need to engage an outside security expert, but thoroughly addressing your security policy will protect the firm for years to come.
  • Review retention policies and purge expired files. If your firm already has a file retention policy, now is a good time to make sure your staff is following it.
  • Organize and digitize HR documents. Your employees deserve the same level of security as your clients, and keeping paper documents around the office can be risky. It’s also inefficient. If you haven’t digitized these important documents yet, there’s no time like today.

Get started!

The last few months of the year offer a lot of potential to fine tune the business of the firm. Download the ebook, Firm Operations: Office Productivity today.


Aimee Hall

Product Marketing Manager at Wolters Kluwer Tax & Accounting

All stories by: Aimee Hall