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Fernando Juarez, EA posted an update in the group
Refundo 8 months agoThe Essential WISP Guide for Tax Professionals: Protecting Client Data with Confidence
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The Essential WISP Guide for Tax Professionals: Protecting Client Data with Confidence | Refundo
Creating a Written Information Security Plan (WISP) is critical for tax professionals committed to protecting client data. A WISP isn’t just a best practice; it’s a compliance requirement under the Gramm-Leach-Bliley Act and the FTC’s Financial Privacy and Safeguards Rules. … Continue reading
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LUIS PARRA posted an update in the group
Refundo 8 months ago-
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Jesse Arroyave posted an update in the group
Refundo 10 months agoWhat’s up everyone!
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Jesse Arroyave posted an update in the group
Refundo 11 months ago11 months ago (edited)
🚀 New Podcast Episode: How to Get Your First 100 Clients in Your Tax Pro Business 🚀
If you’re in the tax business and looking to scale your client base, this episode is a must-listen! 🎧 Here are three key takeaways that can help you land those first 100 clients:
1️⃣ Tap Into Your Personal Network 📞
Your personal contacts are a goldmine when you’re…
