5 min read
The FTC Already Wrote Your Firm's Password Rules — Most Firms Fail Them
Your firm probably has a password policy. It may be a sticky note, a shared spreadsheet, or a verbal rule that the front desk login is “the same as...
CPA Firm
6 min read
Migrating a CPA Firm From QuickBooks Desktop to QuickBooks Online: What Actually Breaks (and What It Costs)
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,...
7 min read
GLBA Compliance Checklist for CPA Firms: You're a "Financial Institution" — Here's What That Requires
Most CPAs think of the Gramm-Leach-Bliley Act (GLBA) as a banking law. For a firm that prepares tax returns, it is also a data security law.
7 min read
UltraTax CS Hosting: Rightworks vs Azure Virtual Desktop vs Your Own Server
Every firm that runs UltraTax CS has to decide where the software lives, and the choice affects busy-season performance, your IT workload, and how...
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:...
4 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...