Data security is no longer negotiable. CPA firms must treat outsourcing partners with the same scrutiny as internal teams.
What CPA Firms Should Expect
At a minimum:
- NDAs and confidentiality agreements
- Role-based access control
- Encrypted devices and VPN usage
- Secure document management
- Clear incident response procedures
SOC-Aligned Controls Matter
While not all firms require immediate SOC certification, SOC-aligned internal controls demonstrate maturity and seriousness.
At FintraSure, our internal controls are designed to align with SOC principles, even as we prepare for formal certification.
Trust Is Earned
Security is not a promise—it’s a system. CPA firms should demand transparency, documentation, and accountability from their outsourcing partners.