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:...
FTC Safeguard Rule
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...
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
Data Breach Notification Obligations for CPA Firms
A CPA firm that loses control of client data faces a harder problem than most business owners realize: figuring out exactly who has to be told, how...
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...
4 min read
What a Real Written Information Security Program Looks Like
Many businesses think a downloaded template satisfies the FTC Safeguards Rule. It doesn't. Swapping in a company name and filing the document away in...
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....
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 –...
3 min read
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...
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...