Protecting CPA Firms From Identity Theft

As an accounting firm, you are entrusted with highly confidential information from your clients. With that trust comes a legal obligation to protect their sensitive data. Laws such as the Fair and Accurate Credit Transactions Act (FACTA) require your firm to properly dispose of documents containing personal and financial information. Failing to comply can result in serious legal and financial consequences, as well as damage to your firm’s reputation.

With identity theft continuing to rise across the country, protecting your clients’ information has never been more important. Criminals are becoming increasingly sophisticated in their methods of stealing data, and accounting firms are among the top targets due to the vast amount of personal and financial information they manage. Implementing a secure document disposal process is a critical component of your firm’s data protection strategy.

Our professional document shredding services are designed specifically for accounting firms. We provide your organization with the tools and support necessary to ensure your information security process is thorough, efficient, and compliant with all applicable regulations. With Shred America, your firm can focus on its core operations while we handle the secure destruction of sensitive documents.

We provide CPA firms with locked, secure consoles that are strategically placed on-site for use by accountants, administrative personnel, and other staff members. These containers serve as a safe collection point for documents that contain sensitive client information.

This Sensitive Information May Include:

• Tax returns

• W9s

• Income Statements

• Credit Card Statements

• Investment Documents

• Medical Expenses

• Real Estate Tax Bills

• Any other documents that contain personally identifiable information (PII)