negozee | Refundo | Activity https://negozee.com/groups/refundo/ Activity feed for the group, Refundo. Thu, 09 Apr 2026 19:13:29 -0700 https://buddypress.org/?v=2.21.0 en-US 30 hourly 2 c967edd8f5f07f04f464364794c9b5bf Fernando Juarez, EA posted an update in the group Refundo: The Essential WISP Guide for Tax Professionals: […] https://negozee.com/activity-home/p/43019/ Tue, 25 Mar 2025 22:13:14 -0700 The Essential WISP Guide for Tax Professionals: Protecting Client Data with Confidence

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https://www.refundo.com/blog/the-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

]]> 0 f6564f526305267ae65d407e84dd310f LUIS PARRA posted an update in the group Refundo: https://negozee.com/activity-home/p/42970/ Fri, 21 Mar 2025 00:41:08 -0700 1 7e7dbc076f7d2de50db454a41da8f7a7 Jesse Arroyave posted an update in the group Refundo: What's up everyone! https://negozee.com/activity-home/p/42338/ Wed, 29 Jan 2025 21:38:55 -0800 What’s up everyone!

]]> 0 31f86c1e57e307c6a9bdfcfa1fb8bba9 Jesse Arroyave posted an update in the group Refundo: 🚀 New Podcast Episode: How to Get Your First 100 Clients […] https://negozee.com/activity-home/p/41551/ Tue, 17 Dec 2024 16:37:33 -0800 🚀 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…

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