4 min read
Most business leaders assume a Microsoft Copilot works like an autopilot. You hand it a task and walk away. That assumption is wrong. Some picture a robot writing emails on their behalf. Others imagine a tool quietly grading their work behind the...
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7 min read
TL;DR: Microsoft Defender for Business is included in Microsoft 365 Business Premium and provides endpoint detection and response capabilities that...
10 min read
TL;DR: Most CPA firms are running Microsoft 365 with the same default settings from the day the account was set up, leaving security tools they're...
5 min read
Microsoft’s spending patterns and its commitment to AI strategy have made it the largest corporate bet on AI infrastructure in business history. Its...
7 min read
TL;DR: IRS Publication 4557 is the federal guidance requiring every compensated tax preparer to maintain a Written Information Security Plan (WISP)....
3 min read
Fabricated case citations have a way of getting noticed. A judge reads a brief, looks up the case a lawyer cited, and finds nothing. No docket...
9 min read
TL;DR: The FTC Safeguards Rule is a federal data security law that officially applies to CPA firms and tax preparers, not just banks. It requires a...
7 min read
We're an MSP for accounting firms, and we see it all. Over the past several years, offshore labor has become increasingly common in the CPA space....
3 min read
On June 24, 2026, the IRS Office of Professional Responsibility (OPR) published Introductory Guidelines for Responsible AI Use in Federal Tax...
5 min read
A mid-sized HVAC parts distributor found out the hard way that good intentions don't stop hackers. One day, the owner got a call from the bank:...
