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 well you can defend your written information security plan (WISP) to a regulator. This guide compares...
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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...
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...
