7 min read
TL;DR: Microsoft Defender for Business is included in Microsoft 365 Business Premium and provides endpoint detection and response capabilities that go well beyond basic antivirus. Most accounting firms on Business Premium have never activated it,...
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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:...
5 min read
Microsoft now ships AI tools that range from an assistant inside your Word documents to a full enterprise cloud development platform. This post maps...
