VPVI-123:

PCI Compliance & Payment Acceptance Technology

Ryan Beck, ClientPay

• What is PCI?

• Why is PCI compliance

important?

• How do you accept payments?

• How do you put it all together?

What you’ll learn

2

In 2018:

• 1,244 data breaches

• ≈ 447 million records

exposed

• ≈ 14 records exposed

per second

Why is security important?

3

Payment Card Industry Data Security Standard

Fight fraud Tighter security Required by CC

providers

or PCI DSS or PCI

4

Why bother with PCI?

• Protect clients’ info

• Avoid fines

• Maintain your firm’s

integrity

5

How many transactions

do you process each year?

> 6 million

1-6 million

20,000-1 million

< 20,000

Level 1

Level 2

Level 3

Level 4

6

How do you accept payments?

Point-of-sale software Firm billing software

7

• Don’t write numbers on paper

• Use secure storage

• Limit access

• Use audit trails

• Use software that’s PCI

compliant

Basic steps to keep credit card info safe

8

Questions?

PCI Compliance & Payment Acceptance Technology

Visit us at booth #20 9