WorkflowCon 2025: Security Workflows for Temporary & Outsourced Staff w/ Jatin Narang (Verito)

Описание: In this critical WorkflowCon 2025 training, Jatin Narang, Founder & CEO of Verito, tackles one of the most overlooked risks in accounting firms: ensuring secure access for temporary, seasonal, and outsourced workers. As firms increasingly rely on contractors during peak seasons, the risk of data breaches and compliance failures grows—especially when access isn’t controlled or monitored effectively.

Jatin presents a clear and actionable three-gate framework for contractor security:

Secure Onboarding (within one hour)
Set up unique credentials, NDAs, 2FA, VPN access, and proper role-based permissions before contractors access any client data.

Role-Based Access Control During Employment
Limit tools and data based on job function, track activity, and ensure all access aligns with Written Information Security Plans (WISP)—a requirement for PTIN renewal.

Automated Offboarding
Remove access instantly when a contractor’s engagement ends to prevent lingering vulnerabilities.

Throughout the session, Jatin shares real-world examples of costly security failures, including breaches that cost firms hundreds of thousands of dollars, and highlights why 60% of small businesses close within six months of a cyberattack. He provides detailed checklists, contractor audit workflows, and practical tools firms can adopt immediately.

The presentation emphasizes that strong security doesn’t have to slow you down; with the right workflows, firms can maintain efficiency even during busy seasons while keeping sensitive data protected.

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What we’ll cover today:

0:00 Intro

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