In this episode of Beyond Downtime: The Verito Advantage, we break down how tax and accounting firms can outsource work without creating security or compliance risks.

This conversation comes from a recent NATP session and is more relevant now than ever, with firms navigating IRS requirements, FTC Safeguards updates, and rising pressure to keep client data protected.

You will learn what a secure outsourcing process actually looks like, how to evaluate third-party vendors, what red flags to avoid, and how to protect your firm’s reputation when you rely on outside help.

We also cover the practical steps firms take to stay compliant, build a stronger security posture, and keep operations moving during busy season.

Want IT that protects your data and supports your firm every day?
Start here → Verito.com

In our debut episode of Beyond Downtime: The Verito Advantage, we take you back to Thomson Reuters SYNERGY 2024, where industry leaders gathered to discuss the future of tax and accounting technology.

Recorded live at last year’s event, this conversation is packed with more relevant insights than ever, from preparing your firm for the FTC Safeguards Rule to what a WISP really needs to include, to the practical tech upgrades firms are making to minimise risk and maximise performance.

We also share how firms reduce IT stress and elevate their client experience with smarter, more secure cloud infrastructure.

Want to protect your firm with IT that just works, securely?
Start here → Verito.com

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