5 min read
Accounting firms run their entire practice through Microsoft 365. Client tax files are in SharePoint. Engagement letters and signed returns move through Exchange mailboxes. Working papers are in OneDrive. Because Microsoft hosts all of it, many firm...
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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...
9 min read
TL;DR: Most small businesses are buying reactive IT support and calling it managed IT. The gap between a provider who responds to problems and one...
4 min read
A server hums in the back office closet. Nobody remembers exactly what it does anymore, but the last time someone tried to turn it off, three people...
5 min read
Most accounting firms already pay for Microsoft 365. Far fewer have turned on the parts of it built to stop the exact threats they face every tax...
4 min read
Many businesses think a downloaded template satisfies the FTC Safeguards Rule. It doesn't. Swapping in a company name and filing the document away in...
