Digital Trust: Secure Clients, Save Time, Master Communications
Digital Trust: Secure Clients, Save Time, Master Communications (The Accountant’s Guide To CPD - Tech Series) by Jay Bodys
English | May 16, 2025 | ISBN: N/A | ASIN: B0F923XJ67 | 229 pages | EPUB | 0.87 Mb
English | May 16, 2025 | ISBN: N/A | ASIN: B0F923XJ67 | 229 pages | EPUB | 0.87 Mb
How to stop letting insecure digital communication put your clients and your practice at risk
A year-end pack lands in the wrong inbox. A client WhatsApps tax data at 11 p.m. and expects an instant reply. Free file-share tools, no encryption, still lurk on staff laptops.
Email was never built for security. Messaging apps are fast but risky. Clients want speed, not complexity and you’re stuck in the middle.
This book hands you the fix:
• Client-first security: the File-Send Checklist that prevents one-click breaches.
• Trust-building micro-actions that make safety effortless for staff and clients.
• Practical playbooks for e-mail, messaging, video and portals, no extra tech jargon.
Counts as self-study CPD (non-verifiable) for ACCA, ICAEW and most UK bodies.
Optional online assessment included. Pass it to turn your reading into verifiable CPD. Downloadable CPD log / self-study record inside.