Client Data Security: 4 Steps You Can't Afford to Miss

December 17, 2024

Accounting professionals are entrusted to safeguard clients’ most sensitive personal and financial information. Heidi Rogers from NJCPA member benefit provider CPACharge dsicusses four critical elements to lock down your data and keep client information safe.

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Don  Meyer

Don Meyer

Don Meyer, CAE, is the chief growth officer of the New Jersey Society of CPAs, where he is responsible for setting the vision, strategy and direction for the organization’s marketing, communications and membership campaigns and for driving the success of a deep and broad swath of organizational initiatives.

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Heidi  Rogers

Heidi Rogers

Heidi Rogers is is a senior sales account executive at CPACharge, where she helps CPAs and accounting professionals get paid faster and easier online, while also mentoring CPACharge account managers and helping to lead the team in daily sales activities.

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