Best Practices from the people who do more than practice IT with CPAs.

In the course of serving the IT needs of hundreds of accounting firms around the country, Xcentric has developed a number of best practices.  Whether it's related to security, server management, tax updates, or disaster recovery.. we've likely addressed it. Being the proverbial guinea pig can be painful and expensive. 

Here's what we've learned in serving accounting firms just like yours.

White Paper

Top 10 Urgent Questions to ask your IT Manager - 7/2008

 

To help you identify whether you have any exposures with your IT staff, platform, or operations, ponder our list of top-10 questions that should be posed to your IT manager...

 

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Guide

Ten Steps to the CPA’s Perfect Backup Plan

 

The inherent risk of tapes being corrupted, misplaced, damaged, stolen, or not stored offsite is significant. Using online backup eliminates these risks by automating the offsite storage solution with state of the art backup, security, and datacenter technologies....

 

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Partner Brief

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Our monthly newsletter where we discuss all things technology specifically for CPA firms.
 

Sample Policy

SIMPLE Password Policy Template

 

It's best to ensure your staff is using even a baseline of standards when creating and using passwords.  Afterall, the security of these passwords is critical to protecting your client data from unauthorized access.

 

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Sample Policy

DETAILED Password Policy Template

 

Passwords are an important aspect of computer security. Ensure your staff are following proper guidelines for protecting your network access.  The following is a detailed password policy sample.  Feel free to download it and make it your own..

 

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