6 min read
Most firms shop for a client portal for accountants the same way they shop for anything else. They compare branding options, e-signature tools, and the look of the mobile app. Those details affect how clients feel about the portal. They say nothing...
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6 min read
In "Why Boilerplate WISP Templates Fail CPA Firms," we argued that a downloaded security plan with your firm name swapped in will not withstand a...
7 min read
If your business uses Copilot, Microsoft just changed the rules on cost Updated November 10, 2026 Microsoft changed the rollout after this post went...
5 min read
Your firm probably has a password policy. It may be a sticky note, a shared spreadsheet, or a verbal rule that the front desk login is “the same as...
6 min read
QuickBooks Desktop end-of-life is a rolling schedule that all firms should be aware of. Intuit retires each Desktop version after about three years,...
7 min read
Most CPAs think of the Gramm-Leach-Bliley Act (GLBA) as a banking law. For a firm that prepares tax returns, it is also a data security law.
7 min read
Every firm that runs UltraTax CS has to decide where the software lives, and the choice affects busy-season performance, your IT workload, and how...
6 min read
Your professional liability renewal is coming. Somewhere between the revenue figures and the claims history may be a question you have not answered:...
4 min read
If you run a small CPA firm, the FTC has already told you how it expects your staff to sign in. The guidance is short, in plain language, and aligns...
4 min read
Picture a managing partner at a CPA firm asking Copilot to pull together everything the firm has on a client's engagement. It works. It also returns...
