Liability Insurance News

This week’s focus is on how you can violate the firm policies outside of the office. Tip #15 – Violating Firm Policy Can Happen Outside the Firm.   Discipline is often the result of firm policy breach.  Firm policies and professional responsibilities are detailed in the firm handbook and professional licensing regulations as well as the […]

This week we explore how your image is interlaced with your firm affiliation. Tip #14 – Your Posts Reflect the Firm.  Firm Affiliation is often impossible to avoid.  Realistically, it is easy to look up a CPA’s name in the public records and match that individual to the firm with which they are associated.  Technology […]

Remember to read the site’s policies. Tip #13 – Read the Site’s Policies.  Every site has policies, read them.  Sites frequently prohibit false names, disruptive behavior, and derogatory postings.  If you are going to use a site, read the terms of use or similar document and then abide by it. For more information on Protexure […]

Silence is sometimes the best policy. Tip #12 – Don’t offer Advice or Endorsement.  A big challenge when you know (or think you know) the answer to an issue that appears online is avoiding situations where posting might be construed as establishing a client relationship, providing professional advice or endorsing a product or service.  By […]

Be nice and social, not political and critical.  Remember that your name is linked to your firm and profession. Tip #11 – Just Be Nice.  Don’t disparage anyone.  Be sensitive that your name is linked to the firm and the profession.  Do your best to avoid taking public online positions on sensitive issues that may […]

This week we focus in on taking the higher road with online posting. Tip #10 – Firm Principals.  A higher standard of care in online postings applies to firm principals.  Postings or information from a firm principal, even though qualified as an individual posting, is more likely to reflect back on the firm.  Principals should […]

Be honest and candid. Tip #9 – Be Candid.  Never puff your credentials or suggest that you have different knowledge or experience than is actually the case.  Your profile should never differ from either fact or what is posted on the firm’s website. For more information on Protexure Accountants visit our website at www.protexure.com or […]

Enhancement will better facilitate the needs of small accounting firms seeking professional liability insurance A new Web 2.0 home page design was released today on the Protexure Accountants website: www.protexure.com by AmerInst Professional Services Ltd. The dramatically redesigned site streamlines the navigation process for accountants seeking professional liability insurance and provides quicker access to indications […]

This week’s tip focuses in on friending and linking with business associates.  We all like to think of our clients as friends, however, it is best to keep the two separate. Tip #8 – Friending and Linking.  Social networking sites often vary between personal and business in their orientation.  With respect to clients it is […]

This week’s tip is pretty basic but worth exploring. Tip #7 – Respect Work Commitments.   Blogging and posting may be fun and enjoyable activities.  Participating in social networking sites for pleasure should not take away from performing firm functions and servicing clients. For more information on Protexure Accountants visit our website at www.protexure.com or […]