Three Ways to Keep Your Data Safer Online, for Expense Management and Beyond

Sometimes the Cloud can seem like a scary place. Luckily, protecting your data is of the utmost importance to us, and we take pride in designing and implementing security mechanisms around Tallie. We use best-in-class firewalls, secure public servers, and private servers that operate within a Virtual Private Cloud. In short: your expense reports and personal information are safe with us.

However, we recognize that the internet plays an enormous role in the average person’s everyday life. And with the prevalence of social media, Cloud storage, and online banking, it’s more important than ever to protect yourself wherever you go. But don’t despair! Below you’ll find three simple, but effective, ways to keep your data safer online.

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1.  Use smarter passwords.

In order to prevent users from creating passwords that are easily compromised, Tallie’s most recent release includes a password strength meter. But when it comes to choosing a password, know that the strongest options contain multiple words or fragments of words. While including numbers and special characters certainly can’t hurt, the longer your password, the better. Avoid using guessable words or phrases that contain your personal information. For example, a password like “FidoSanFrancisco” won’t protect you for long after posting snapshots of your pup on the Golden Gate Bridge.

Be sure to never use the same password for multiple accounts. It may make things easier to remember, but once a single account is cracked, it leaves the others defenseless. And don’t forget to change your passwords often—at least once every 1-6 months.

2. Encrypt your most important files.

If you need to store or share data that you’d rather keep confidential, you always have the option of encrypting it first. This essentially renders your file unreadable by everyone without the corresponding passkey. To do this, we recommend using an encrypted file-sharing service like SmartVault. SmartVault allows you to store, encrypt, backup, and share your business’ confidential documents with ease. They also provide seamless integration with other business and financial applications, such as QuickBooks, QuickBooks Online, and, of course, Tallie.
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If you ever find yourself uploading or transferring sensitive information elsewhere (say, through a browser,) be sure to look for the small lock icon in the address bar. If you don’t see the lock, or the protocol “https,” then it’s not secure! We know that expense reports contain confidential information vital to your business. That’s why Tallie uses secure SSL connections to encrypt your data while it’s in transit, as well as for absolutely all of our web services.

3. Answer your security questions with lies.

In theory, security questions are a great idea. Sometimes we forget our passwords, and need a simple, painless way to reset or recover them. But if the only thing standing between a hacker and your Cloud account is knowing your mother’s maiden name, then you might be in trouble. Maiden names, birthplaces, and favorite pets are all easily found via Google or social media. So what can you do?

Well, when it comes time to pick your security questions, don’t be afraid to tell a few lies.

It may sound strange, but it’s one of the best ways to protect your password against social engineering. There’s no reason you can’t make it something easy to remember: perhaps your mother’s name is Skywalker, and you have fond memories of playing with some pet droids at your birthplace of Tattooine. The key is to choose something you can remember (or safely record,) but that can’t be searched out by prying strangers. Of course, if you’re on record as a die-hard Star Wars fan, you may want to invent something else! You can also protect your security answers even further by breaking up the words with numbers or special characters. Every extra measure taken makes it that much more difficult for a hacker to access your information.

Remember that you can always trust that your expense reports will be safe with Tallie. And armed with the above advice, you can much better keep the rest of your accounts safe and secure. If you have any questions about these or any other internet safety tips, feel free to leave them in the comments below!

Ready to experience Tallie’s award-winning expense management software? Give us a try, FREE for 14 days – no credit card or commitment required. Would you prefer a walkthough from a trained expert? Schedule your free Tallie product demo now.

Five Reasons to Make the Switch to QuickBooks Online for Expense Management and More

We get it, change is hard. If you’re accustomed to the desktop version of QuickBooks, you may be hesitant to give QuickBooks Online a shot. Fortunately, Tallie offers a complete, easy migration path to make your move as quick and as painless as the push of a button.

But if you’re still on the fence, here are the top five reasons to switch from the desktop QuickBooks to QuickBooks Online!

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5. Access anywhere, any time, from any device!

Need to enter some data from home? Stuck in an airport, and don’t have your work computer handy? QuickBooks Online provides access to all of your books from just about anywhere, even via your tablet and smartphone. While it’s true that QuickBooks desktop also offers remote access, it’s limited to only one user at a time—QuickBooks Online provides this service for up to 25 simultaneous users, so there’s plenty of room for everybody!

4. Automatic backups through the cloud.

Uh oh. Did you forget to transfer your latest save to your external hard drive? Has your external hard drive just exploded? Well, QuickBooks Online will automatically back up your files at regularly scheduled intervals, storing them safely in the cloud. Not only is your data safe from those dreaded, poorly-timed hardware malfunctions, it’s also protected by two secure firewalls. And don’t forget that Tallie is the only expense management option that uses true bi-directional integration to automatically transfer all of that data to QuickBooks Online. Any and all of the changes you make via Tallie or QBO are instantly updated and shared between the two.

3. Support is included.

Everybody needs a little help at some point—and we all know that it seems like things only start to go wrong once the product’s free support period has ended. While owning the desktop version of QuickBooks will entitle you to some free support, you’ll eventually need to purchase a Care Plan if you want that service to continue for the entire lifetime of the product. Fortunately, support is unlimited with QuickBooks Online, and its provided at no additional cost.

2. You’ll always get the latest upgrades.

The great thing about an online service is that you can always count on receiving every update, fix, and improvement as soon as they’re implemented. In the meantime, if you want to grab the latest version of your QuickBooks desktop software, you’re going to have to pay for it. QuickBooks Online upgrades are always included, and are usually released two to three times a year.

1. More flexibility and customization.

Every accountant has a different system, and it can be frustrating when your expense report software doesn’t jive with your own customized setup. QuickBooks Online offers more options for customization and increased specificity, such as class AND location tracking, multiple AR and AP lines in journal entries, and better functionality for firms with multiple offices.

But don’t forget, if you’re not ready to make the switch from the desktop QuickBooks to QuickBooks Online, Tallie will still support you. In fact, Tallie Connect is designed to bridge your offline expense report software with our online service, regardless of which version you use. This means that no matter what your preferred system, Tallie’s easy-to-use and highly customizable service can provide the best, most seamless experience possible. Some things never change!