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FTC Safeguard Rule

2 min read

CPA Requirements for the FTC Safeguards Rule 

As a CPA firm, you are the guardian of countless pieces of sensitive information. This leads to exceptionally high security compliance requirements –...

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3 min read

Safeguarding Financial Integrity: The CPAs Role in Managing Cybersecurity Threats

For the professionals whose lives revolve around April 15th, there is a world of risk and opportunity. The landscape of financial management–with...

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2 min read

Is Azure Virtual Desktop (AVD) Right for My CPA Firm?

Azure Virtual Desktop (AVD) has gained significant attention as a remote work solution, but is it the right fit for CPA firms? In a world where...

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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?

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1 min read

FTC Revises Safeguards Rule: Does It Affect You?

Do you need to revisit your cybersecurity plan? That’s a valid question. This blog will cover recent changes to the FTC Safeguards Rule and what you...

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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...

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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...

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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...

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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...

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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.

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