This week’s social networking policy tip is very important for the Firm.   We will focus on respecting client confidentiality. Tip #3 – Respect Client Confidentiality.  Clients are accorded confidentiality rights.  No reference to clients should be made in any online posting.  All of the privacy, confidentiality and privilege regulations and statuses that apply to […]

This week’s social networking policy is on creating and having employees refer to the Firm’s Handbook. Tip #2 – Refer to the Firm Handbook.  The firm’s employee handbook addresses many issues relating to employment, these guidelines are designed to assist employees in making sound decisions in social media whether for personal or business activities.  Activities […]

We are excited to announce a new series of tips from Protexure Accountants on social networking in the business world today.   Every week we will bring you a new tip that we encourage you to put into practice for your Firm. Tip #1 – Comply with the Code of Professional Conduct.  As a CPA […]