6 min read
If your business uses Copilot, Microsoft just changed the rules on cost If your business uses Microsoft 365 Copilot, the way Microsoft bills for it is changing, and you need to know before December 1. Microsoft writes the rules for Copilot billing,...
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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...
6 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....
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...
