FREE ACCOUNTING CHECKLIST

Accounting firms, avoid
client data loss and
computer issues with
this free checklist.

As an accounting firm, you care about protecting your clients’ data, make sure it’s accurate, and need to keep up with privacy best practices. You shouldn’t have to worry about analyzing and fixing computer issues.

Download this free checklist to get a list of considerations when it comes to technology and computer issues.

Remember, not all service providers are reputable. Document these tech items and don’t let a bad IT company hold you hostage by withholding valuable information, preventing you from switching or firing the managed IT provider.

This checklist will make sure you’re in control of all things IT for your accounting firm and you’ll be prepared if there’s a need to make an IT provider switch.

Fill out the form for your free checklist!

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