6 min read
Your Malpractice Carrier is About to Ask for Your Written AI Policy
Your professional liability renewal is coming. Somewhere between the revenue figures and the claims history may be a question you have not answered:...
CPA Firm
5 min read
FTC Password Requirements for Accounting Firms: a Checklist
If you run a small CPA firm, the FTC has already told you how it expects your staff to sign in. The guidance is short, in plain language, and aligns...
6 min read
The CPA Firm Tech Stack for 5–75 People: What Runs Where, and Who Should Own It
Most CPA firms in this size range didn't design their tech stack. They accumulated it. A partner picked practice management software in 2018....
4 min read
Circular 230 AI Policy Requirement for Tax Preparers: What the IRS Expects You to Put in Writing
The IRS Office of Professional Responsibility (OPR) issued Alert 2026-19 on June 24, 2026. Titled "Introductory Guidelines for Responsible AI Use in...
5 min read
Why Microsoft 365 Built-in Backup Isn't Enough for Accounting Firms
Accounting firms run their entire practice through Microsoft 365. Client tax files are in SharePoint. Engagement letters and signed returns move...
4 min read
Copilot Kept CPA Data Inside Microsoft. Then Microsoft Subcontracted It to OpenAI in July.
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
Underused Microsoft 365 Security Features at Accounting Firms
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
Why Boilerplate WISP Templates Fail CPA Firms
A partner at a mid-size CPA firm pulls up a Written Information Security Program during a client due-diligence review, or worse, during an FTC...
5 min read
Why Microsoft Intune Belongs in Accounting Firm Security
Accounting firms hold a strange position in the threat landscape. They don't process credit cards like a retailer or store medical charts like a...
7 min read
Considering Outsourcing Tax Work Out of the Country? Make Sure You Understand IRS Form 7216
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....