5 min read
Most CPA firms in this size range didn't design their tech stack. They accumulated it. A partner picked practice management software in 2018. Someone's nephew set up the file server. QuickBooks got added because a client insisted. Five years later,...
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4 min read
The IRS Office of Professional Responsibility (OPR) issued Alert 2026-19 on June 24, 2026. Titled "Introductory Guidelines for Responsible AI Use in...
4 min read
Phoenix businesses shopping for managed cybersecurity services are shopping in one of the hardest-hit states in the country. Arizonans reported $630...
3 min read
Phoenix runs on small businesses. Nearly all of Arizona's companies, 99.5 percent according to the SBA Office of Advocacy, qualify as small...
5 min read
Accounting firms run their entire practice through Microsoft 365. Client tax files are in SharePoint. Engagement letters and signed returns move...
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...
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...
