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). It applies regardless of firm size, it's been enforceable for years, and it's not satisfied by a...
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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...
4 min read
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...
4 min read
Phoenix businesses in healthcare, defense, and financial services face some of the strictest federal compliance requirements in the country. Whether...
4 min read
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...
