As firms expand their Client Accounting and Advisory Services (CAAS) offerings, protecting client data becomes just as critical as delivering strategic advice. In this case study, Sassetti LLC shares how it built and scaled its CAAS practice while embedding security into every stage of the client experience. Supported by Rightworks, the firm implemented practical safeguards that strengthened operations without creating friction for staff or clients.
Attendees will learn how Sassetti LLC integrated security into everyday workflows through technologies such as multifactor authentication and device management, enabling the team to focus on client relationships instead of reactive risk management. The session will also demonstrate how firms don't have to choose between growth and cybersecurity—and how a 50-person firm can deliver enterprise-grade protection that inspires client confidence while supporting long-term advisory growth.
