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For QuickBooks Firms: How to Optimize Your Cybersecurity Without Going Crazy


Available Date(s)
Friday, October 07, 2022: 12:30PM EDT
Monday, October 17, 2022: 2:00PM EDT
Friday, October 28, 2022: 4:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Information Technology
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Firms of all sizes are becoming increasingly concerned about cybersecurity and with good reason. Scammers and phishing organizations are now targeting large and small firms, and because they are working as organized and methodical “businesses” they are very good at what they do. The worst part is that some breaches are not discovered for years. In the meantime, the phishers are harvesting data that they will either sell or use to demand ransom until you pay up. 

Having a good plan to protect your firm is vital. It only takes one breach to set off a chain of events that can ruin your business overnight. Most breaches happen when email is used as the primary method of communication with clients. Come and learn the main techniques that cybercriminals use today and how your firm can protect itself and the clients who trust you. 

In this webinar, Chris Farrell, CPA, CEO of Liscio, and Nick Wells from Rush Tech Support will discuss the key ways that firm owners can optimize their cybersecurity without going crazy. Practical tips will be shared, including how not to be a victim of a phishing attack, when you need to bring in qualified IT help, and how to close the email “open door” for cybercriminals by moving to a secure (and closed) communication system for staff and clients to use together. 

Learning Objectives:

  • List the key ways that cybercriminals get access to your firm and client data 

  • Determine the risk you are taking by using email to communicate with your clients 

  • Evaluate your own firm’s current security risk level

  • Identify practical ways to protect your firm and your clients' data

  • Plan a secure method of exchanging data with your clients, that is also easy to use 


Chris Farrell

(765) 566-7127


Chris has spent his career working both as an accountant and with accountants. Chris started at Arthur Andersen and served as a public-company CFO prior to Liscio. For the last decade, Chris has worked with accountants to improve business operations, efficiencies and profits.

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  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
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NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.