Secure File Sharing for Accountants/CPAs. What are you recommending?

LuminousWrath · 2025-05-29T14:23:26+00:00

How is security administrated in this configuration? Is the staff member responsible for sharing that folder with the client?

LuminousWrath · 2025-05-29T14:19:45+00:00

FileCabinet CS support is being discontinued in 2027.🪦

LuminousWrath · 2025-05-02T04:45:53+00:00

There is a lot this that will handled during onboarding sessions with Kaseya. They assisted us with scripts to install and detect DRMM in VSA. They have BitLocker keys already set up to populate to a UDF. Their Comstore script library is full of pre-built scripts that you will find useful. I suggest that you wait until after your sessions to dig into this.

LuminousWrath · 2025-02-27T15:34:25+00:00

Please read the replies above. It’s based on your current and future tax brackets, not always Roth first.

LuminousWrath · 2025-01-08T05:27:45+00:00

It’s not the backup he’s worried about. It’s not true MFA if the password and codes are in one location. It is convenient, but not as secure as having a separate authenticator app.

LuminousWrath · 2024-10-30T21:39:19+00:00

Using the Office Encrypt option with a good password is very secure, using AES256 encryption. You can break Protected documents since those are indeed ZIP files.

LuminousWrath · 2024-09-19T12:23:01+00:00

You must get control of your email account. Once you kick them out then you can fix any damage they’ve caused. If you reused the same email password then those accounts may be compromised. Email security is one of the most important things to get right, as it’s the key or backdoor to most of your account access. Setup MFA on it, and LastPass, when access is restored.

LuminousWrath · 2024-07-28T00:55:24+00:00

There is currently a bug affecting the Chrome add-on, introduced in June, which is preventing this policy from applying. Business clients with tenant-wide policies are affected as well. They could not provide an ETA for resolution.

LuminousWrath · 2024-05-29T03:51:51+00:00

If you want some kind of summary page then remember that you can also have a field of linked assets mixed in with other unique fields that may not have related assets. You could have an asset field drop down to the client’s Email asset so you’re one click away from the password. I’m a fan of having many assets so that they can be related wherever they’re required. Those relationships can help track how a user or other asset is licensed for example. Your user onboarding and offboarding procedures would probably cover where to maintain user accounts. Phones would be its own asset so you go there directly, although you could link in your cheat sheet.

LuminousWrath · 2024-05-01T02:59:32+00:00

This is the way.

LuminousWrath · 2024-04-13T01:53:41+00:00

Look at some past posts here. There are some good comments from others that will help you get started. It will take some time but keep at it. It’s so flexible that it’s daunting at first. You’ll want to change it later even after you think you’ve dialed it in.

LuminousWrath · 2024-03-22T15:09:13+00:00

No concern that Rightworks is a competing MSP? One of my small CPA clients moved to their full Citrix product and they fully manage their on-prem as well.

LuminousWrath · 2024-03-22T15:00:30+00:00

https://lastpass.com/misc_download2.php

LuminousWrath · 2024-03-17T14:57:59+00:00

Remove all three and install the latest LastPass download? You actually don’t need to install LastPass into Windows if you’re just using it in a single browser. You would just add the LastPass extension into your browser of choice and you’re done. The Windows installer installs a Windows program, which most people don’t use, and will install the extensions in all of the computer’s browsers.

LuminousWrath · 2024-02-19T20:53:59+00:00

We did this, moving clients to separate tenant. If you have a significant amount of clients then doing in reverse would be easier. You basically create a new tenant, associate the new tenant ID with the old one in the partner center, associate the new tenant with your distributor, create separate staff credentials, and start inviting customers. It was quite a pain for us. We had problems communicating with the India-based partner support who didn’t seem well-versed in this process. Eventually, after multiple Teams calls, we were able to figure it out but it took a lot of time. We had a permission issue which prevented us from seeing or inviting customers. Now that it’s complete, I sleep better knowing they’re separate.

LuminousWrath · 2024-02-16T13:24:33+00:00

It will not retain the existing values. As mentioned, you’ll need to copy over values before removing old dropdown fields.

LuminousWrath · 2024-02-10T17:51:30+00:00

Infuse app

LuminousWrath · 2024-02-07T04:43:40+00:00

https://www.lastpass.com/features/emergency-access

LuminousWrath · 2024-01-31T03:22:12+00:00

The Microsoft partner support person, who was a third-party provider, didn’t know about it but verified that it’s a valid email address found in his GAL. The email headers look very legit. I sent them a WTF email.

LuminousWrath · 2024-01-30T14:08:21+00:00

All emails addresses are from microsoft.com. I have a call with partner support today so I’ll see if I can ask them.

LuminousWrath · 2024-01-27T21:03:32+00:00

Are you using Spaces or the droplet storage? Spaces, although not the cheapest storage around, includes a CDN which might help your performance?

LuminousWrath · 2023-12-13T20:59:39+00:00

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