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,...
5 min read
Accounting firms run their entire practice through Microsoft 365. Client tax files are in SharePoint. Engagement letters and signed returns move...
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...
7 min read
TL;DR: Microsoft Defender for Business is included in Microsoft 365 Business Premium and provides endpoint detection and response capabilities that...
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...
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)....
