Your CPA firm handles Social Security numbers, bank account details, tax returns, and enough personal financial data to ruin lives if it gets into the wrong hands. And right now, there is a decent chance at least one person in your office is storing client portal passwords in a spreadsheet, a sticky note, or the…
The person most likely to put your CUI somewhere it does not belong already has a badge, a login, and a parking spot. That is not a dramatic claim. It is just what “insider” means. If you run a machine shop in Mesa or an engineering firm in Chandler, you have probably read enough CMMC…
If you are reading this at nine o’clock on a Friday night, take a breath. Your business still owns everything it owned yesterday. You have lost the key, not the house. Here is the order to work in, with the documented vendor paths, verified September 23, 2026. The first hour Stop guessing passwords. Repeated failed…
It is the most reasonable wrong assumption in small business IT. The data lives in the cloud, Microsoft is an enormous company, so Microsoft must be backing it up. Microsoft is not. At least not in the way people mean when they say it. What Microsoft does is keep the service running, and keep enough…
Why accounting firms are targeted disproportionately during tax season, how the attacks actually start, and the four controls that make the difference.
What to do with a departing client access, data and records, and why the offboarding gap is a quiet compliance risk.
What a phishing simulation programme actually achieves in a small firm, how to run one without damaging trust, and the metric that matters.
What hosting UltraTax CS actually involves, the migration questions that matter, and how to judge whether it is right for your firm.
What actually changes when you move tax software to a hosted environment, what to ask a hosting provider, and the questions that matter more than price.
A practical view of where AI genuinely helps an accounting firm today, where it does not, and the client data question most firms have not asked.
