Providing hosting services

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A three-part CPEA series

Does your firm provide data or records security or back-up services for clients? Does your firm keep client financial data or records (e.g., general ledger, legal documents, or amortization schedules) on the firm’s servers? Does your firm provide bookkeeping services using accounting software, such as QuickBooks? If so, practitioners should be aware of on July 1, 2019, the Professional Ethics Executive Committee (PEEC) new interpretation on hosting services which became effective on July 1, 2019.

Download the First part of the CPEA hosting report series

File name: CPEA-hosting-report-part-i.pdf

Download the second part of the CPEA hosting report series

File name: CPEA-hosting-report-part-ii.pdf

Download the third part of the CPEA hosting report series

File name: CPEA-hosting-report-part-iii.pdf

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