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Manage your clients' passwords efficiently & securely

As cloud adoption increases and the accounting technology ecosystem expands, firms are facing a number of new and exciting challenges. Many of these pertain to how they can better manage their clients’ data – especially their login information for banks and online accounting tools.

How can accounting and bookkeeping firms manage their clients’ passwords efficiently while maintaining their security protocols?

Managing Passwords for Your Accounting Clients (brought to you by Hubdoc and SmartVault) outlines best practices commonly adopted by modern accounting and bookkeeping firms to improve password management.

In the guide, you’ll find:

  • Considerations for building your firm’s security policy
  • Best practices for managing client credentials
  • Tips for selecting and leveraging a password management tool

Complete the form to download the guide for free!