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
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...
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...
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...
4 min read
Microsoft has been busy reshaping how organizations manage data governance, security, and regulatory risk inside Microsoft 365. Over the past several...
4 min read
Arizona business owners often assume data protection law applies only to companies in California or New York. That assumption gets expensive fast....
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...
4 min read
Phoenix businesses in healthcare, defense, and financial services face some of the strictest federal compliance requirements in the country. Whether...
3 min read
Compliance should no longer be a background consideration, but rather a driving force behind how successful CPA firms operate. From evolving data...
