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...
CPA Firm
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....
3 min read
The IRS Just Published AI Guidelines for Tax Practitioners. Here Is What CPA Firms Need to Do Now
On June 24, 2026, the IRS Office of Professional Responsibility (OPR) published Introductory Guidelines for Responsible AI Use in Federal Tax...
3 min read
Where QuickBooks Certification Ends and Real Technical Risk Begins
In the accounting world, QuickBooks Desktop certification is often treated as a gold standard; a signal that a professional understands the platform...
3 min read
From Tools to Architecture: Rethinking Technology Solutions for Accounting Firms
For decades, accounting firms have approached technology the same way: identify a need, purchase a tool, and layer it onto the existing stack. CPAs...
3 min read
Cybersecurity in Accounting: Protecting Your Client Data
The month of April is probably the best time to remind our CPA friends of their importance in the world of business and beyond. Accountants are the...
3 min read
Accounting Technology Trends That Increase IT Support Complexity (Not Efficiency)
At first glance, today’s accounting technology landscape looks like a clear win for efficiency. Cloud platforms, automation tools, AI-driven...