Accounting Firm Reduces Breach Risk and Passes Audit

– Case Description

A mid-sized accounting firm with 25 employees adopted the JOSM to classify and encrypt sensitive client tax data stored on local servers and in the cloud. They also implemented data loss prevention (DLP) tools to monitor outbound emails. Win: During a routine compliance audit for tax season 2023, the firm demonstrated full compliance with IRS Publication 4557 (Safeguarding Taxpayer Data), avoiding fines and earning a renewed contract with a major client. Post-implementation, they also caught an accidental email with unencrypted client data before it left the network, preventing a potential breach.

Accounting Firm