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3 min read
End of an Era: QuickBooks Desktop Halts Sales to New Customers
In a significant move that has sent ripples through the financial software industry, QuickBooks Desktop has decided to cease sales to new U.S....
CPA Firm (2)
2 min read
Online Portals and Workflow Solutions for CPAs
As keepers of some of the most sensitive data, CPAs often wonder: what are the best online portals and workflow solutions to protect client data?
1 min read
Three Cybersecurity Trends CPAs Should Know About
The April tax deadline has come and gone, so now is the time for CPAs to address significant cybersecurity trends that emerged this year. These...
1 min read
A Practical Approach to Implementing IRS Publication 4557
With tax season in full swing, it seems fitting to review the importance of IRS Publication 4557. For those not in the work of tax, it may be...
1 min read
Intuit Phishing Attacks Target CPAs for 2022 Tax Season
The tax software company Intuit recently released two formal warnings regarding phishing emails ahead of the April 15th tax deadline. You can read...
2 min read
4 Steps to Build a Cybersecurity Plan for Your CPA Firm
Here’s a statistic that will grab your attention: 43% of all cybercrime is directed at small and mid-sized businesses, according to the 2021 Data...
2 min read
Top 3 Technology Priorities for Your CPA Firm
You survived the second round of the “COVID busy season,” and these weird filing deadline changes make it feel like a “busy year.” Nonetheless, we...
1 min read
Heads Up Intuit Quickbooks Online Payroll Users – Act Now to Stop Data Share With Equifax
As reported by Krebs on Security, starting later this year, Intuit will be sharing payroll data from 1.4 million small businesses with Equifax. Any...
3 min read
Maximizing the Potential of Microsoft 365 For CPA Firms
Microsoft 365 is full of hidden gems that CPAs can turn into a competitive differentiator.
2 min read
IRS Publication 4557 – Safeguarding Taxpayer Data
CPA firms are lucrative targets for hackers. They store, send, and receive Personally Identifiable Information (PII) for a living. Because CPA firms...