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The FTC Safeguards Rule: What Every CPA Firm and Tax Preparer Needs to Know (Before It's Too Late)

9 min read

The FTC Safeguards Rule: What Every CPA Firm and Tax Preparer Needs to Know (Before It's Too Late)

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 written information security program, a designated Qualified Individual, encryption, multi-factor...

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7 min read

Considering Outsourcing Tax Work Out of the Country? Make Sure You Understand IRS Form 7216

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....

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3 min read

The IRS Just Published AI Guidelines for Tax Practitioners. Here Is What CPA Firms Need to Do Now

On June 24, 2026, the IRS Office of Professional Responsibility (OPR) published Introductory Guidelines for Responsible AI Use in Federal Tax...

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5 min read

Case Study: Misconfigured Windows Security Leading to a Breach in a Local Business

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:...

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5 min read

Microsoft AI Platforms Explained for Businesses in Phoenix: Azure AI, Copilot, and Beyond

Microsoft now ships AI tools that range from an assistant inside your Word documents to a full enterprise cloud development platform. This post maps...

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4 min read

When to Work With a Microsoft Partner to Reduce Costs and Improve Setup

Most small business owners don't think about Microsoft licensing until something breaks. A renewal invoice spikes, or a new hire can't get email...

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4 min read

Office 365 Security vs Google Workspace: Which Is Safer for Phoenix Businesses?

Phoenix businesses in healthcare, defense, and financial services face some of the strictest federal compliance requirements in the country. Whether...

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4 min read

Measuring Productivity Improvements From Microsoft Copilot Adoption

Microsoft Copilot has moved well past the pilot stage. More than 60% of Fortune 500 companies had already adopted the tool by early 2024, and...

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5 min read

Tools Microsoft Provides for AI Transparency and Accountability

Microsoft has built a set of tools designed to make AI systems more transparent, more auditable, and less likely to cause harm. But behind those...

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3 min read

Low-Cost Security Setups for Phoenix Startups Using Microsoft Essentials

43% of US small and medium businesses experienced at least one cyberattack in the past 12 months. Phoenix small businesses face the same cyberattack...

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