Best Security Practices for Accounting Firms to Enable Hybrid Remote Working​



1pm CST


Daniel Moshe

CEO of Tech Guru

Daniel Moshe, founder and CEO of Tech Guru: Enlightened IT for CPA Firms, combines his passion for business and technology with finance and accounting to help modernize accounting firms and strengthen the entrepreneurial ecosystem. His reputation as "the

About the workshop:

With the pandemic forcing many CPA firms to adapt to new remote working norms, it’s important they’re adopting measures to protect company and customer data. By implementing strong security practices, CPA firms will better respond to fluctuations in working environments and rest assured that critical data remains safeguarded.
In this engaging workshop featuring CPA technology experts Daniel Moshe of Tech Guru, and Jon Melloy of Practice Protect you’ll discover how to implement software and hardware to enable hybrid remote working environments. By the end of this immersive session, you’ll know exactly how to securely run a remote CPA firm. You’ll identify encrypted Wi-Fi and login tools, as well as secure cloud-based programs to implement e-signatures, video meetings, and cross-organizational communications. You’ll be armed with the flexibility to embrace evolving workplace structures and strategies so that something as disruptive as a global pandemic never slows you down again.


Jon Melloy

Head of Growth @ Practice Protect

Jon is Head of Growth at Practice Protect, the world's #1 data security platform for accounting and bookkeeping firms. Since 2017, Jon has been working with accountants and bookkeepers to help them get complete control over the access of client data and p