A Security-First Firm: Integrating Protection into Everyday Operations w Rightworks

Cybersecurity is more than an IT issue—it is an essential part of how a firm operates. Strong firms build security into everyday workflows, communication, policies, and technology rather than relying on a single tool. In this session, Rightworks will show Drake tax professionals how to create a practical, holistic security strategy. Attendees will learn how people, processes, and technology work together to reduce risk, strengthen resilience, and protect client data while supporting productivity and growth. Whether your firm is beginning its security journey or strengthening an existing program, you will leave with actionable steps to make security part of everyday operations. Learning Objectives • Identify the core components of a holistic security strategy for accounting firms. • Recognize opportunities to embed security into everyday workflows and business processes. • Evaluate the role people, processes, and technology each play in reducing cyber risk. • Implement practical strategies that strengthen security while supporting firm productivity and growth.