4 min read
A CPA firm that loses control of client data faces a harder problem than most business owners realize: figuring out exactly who has to be told, how fast, and under which law. Accounting firms sit at an odd intersection of regulatory regimes. They...
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4 min read
On July 24 Microsoft switched on OpenAI-operated models for every user in eligible commercial Microsoft 365 tenants. If nobody in your firm has...
5 min read
A cyber insurance renewal used to be a formality. You paid the premium, signed a form, and moved on. That's not how it works anymore. Insurers spent...
1 min read
Phoenix, AZ, September 1, 2026. PK Tech has completed its third consecutive SOC 2 Type II audit, covering a twelve month audit period.
3 min read
Smaller broker-dealers, registered investment advisers, investment companies, funding portals, and transfer agents now operate under a new set of...
9 min read
TL;DR: Most small businesses are buying reactive IT support and calling it managed IT. The gap between a provider who responds to problems and one...
4 min read
A server hums in the back office closet. Nobody remembers exactly what it does anymore, but the last time someone tried to turn it off, three people...
5 min read
Most accounting firms already pay for Microsoft 365. Far fewer have turned on the parts of it built to stop the exact threats they face every tax...
4 min read
Many businesses think a downloaded template satisfies the FTC Safeguards Rule. It doesn't. Swapping in a company name and filing the document away in...
4 min read
A partner at a mid-size CPA firm pulls up a Written Information Security Program during a client due-diligence review, or worse, during an FTC...
