American Institute of Certified Public Accountants Archives

NEW YORK, N.Y. /ScoopCloud/ -- DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK's Audit department, helping clients grow and improve their businesses, and developing DDK's next generation.

Sze started her career as a Junior Accountant in 2004, was promoted to Assurance Manager, and is now a Partner. She is a member of the New York State Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Sze has a wide variety of expertise including non-profits, real estate, manufacturing, distributions and wholesalers, art galleries, jewelry, and employee benefits plans.

"Sze was promoted because of her ability to build great relationships with the clients," says Richard Klinghoffer, Co-Managing Partner. "Her technical accounting knowledge is exceptional, and she's a great team player and mentor to everyone in the Audit department."

DDK's rapid expansion has necessitated the creation of Sze's new position, as staff numbers need to increase to match an increasingly demanding workload. Sze's promotion is also part of DDK's firm-wide initiative to promote diversity in the workplace, as Sze is the first Asian-American and first Asian-American woman to hold the position of Partner at DDK.

About DDK & Company, LLP

DDK and Company offers a thoughtful balance of experience and innovation. We build on our strengths by drawing on the knowledge of our partners while expanding our menu of services into new fields. DDK has multiple offices in the Tri-state area, and we serve clients both locally and nationwide. Our partners provide a range of business consulting services, while our extensive Tax and Accounting departments manage those aspects of client portfolios. As we grow, we continue to position DDK as a multi-service provider that businesses of all sizes can trust. We're large enough to deliver services comparable to those offered by much larger firms, yet still modest enough in scope to provide personal service.

Find out more at https://www.ddkcpas.com/.

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DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK's Audit department, helping clients grow and improve their businesses, and developing DDK's next generation.

Related link: https://www.ddkcpas.com/

SAN FRANCISCO, Calif. /ScoopCloud/ -- Qualia, the fastest growing provider of title settlement software, announced that it has earned the American Institute of Certified Public Accountants' (AICPA's) Service Organization Control 2 (SOC 2) certification after completing an independent audit process with a third-party certified public accounting (CPA) firm. The certification serves as independent validation of the effectiveness of Qualia's process, procedures and controls for maintaining data security and the confidentiality of client information.

"Qualia is committed to protecting our customers' security using the most advanced technology and highest standards," said Nate Baker, CEO of Qualia. "As mortgage lenders are increasingly expecting their service providers to verify security controls, our customers are able to guarantee best-in-class security without having to undergo a costly and time-intensive security audit."

Per the AICPA, the SOC 2 report is designed to provide a better understanding of an organization's "internal control[s] ... as it relates to security, availability, processing integrity, confidentiality and privacy." Qualia underwent the SOC 2, Type 1 audit, which analyzes an organization's "system and the suitability of the design of controls" to ensure the organization has adequately met the following criteria:

* Security - The system is protected against unauthorized access.
* Availability - The system is available for operation and use as committed or agreed.
* Processing integrity - System processing is complete, valid, accurate, timely and authorized.
* Confidentiality - Information designated as confidential is protected as committed or agreed.
* Privacy - Personal information is collected, used, retained, disclosed and destroyed in accordance with the organization's privacy notice.

"Given the sensitive nature of the information that is exchanged during the closing process, maintaining data security and privacy must be paramount for all parties in the transaction," Baker added. "The SOC 2 certification provides a definitive statement of security assurance, allowing our customers to promote their security practices as a competitive differentiator when financial institutions are evaluating a settlement provider."

About Qualia:
For title settlement professionals, Qualia provides an all-in-one solution for more efficient and seamless closings. The fastest growing software on the market, Qualia's automated task management, real-time reporting, and best-in-class integrations save title companies thousands of dollars in labor and software costs every year. Qualia's incredible ease-of-use and industry-leading support allows new users to learn Qualia in virtually no time.

To learn more about how Qualia can save you time and money, sign up at https://www.qualia.com/demo or call 855-441-5498.

Qualia, the fastest growing provider of title settlement software, announced that it has earned the American Institute of Certified Public Accountants' (AICPA's) Service Organization Control 2 (SOC 2) certification after completing an independent audit process with a third-party certified public accounting (CPA) firm.

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Tag Archives: American Institute of Certified Public Accountants

DDK and Company Welcomes Sze Man Tam as Partner: First Asian-American to Take on this Role

Qualia Achieves SOC 2 Information Security Certification