CPA & Accounting Firm IT

Why Arizona CPA Firms Are Prime BEC Targets Business Email Compromise cost American businesses over $2.9 billion in 2023 according […]

Why CPA Firms Need a Formal Client Offboarding Process When a client relationship ends at your CPA firm, what happens

Why Arizona CPA Firms Can’t Ignore the FTC Safeguards Rule If you’re running a CPA firm in Gilbert, Scottsdale, Mesa,

Cutting Through the AI Hype for CPA Firms Every conference keynote, every software vendor email, and every industry publication is telling accounting firms the same thing: AI is going to transform your practice. And they are partly right. But between the breathless promises and the actual tools available today, there is a significant gap that…

Why Cloud Hosting Matters for Tax Season Performance Every tax season, accounting firms across Arizona face the same pressure: dozens of returns due simultaneously, staff working extended hours, and technology that needs to keep pace. For firms running UltraTax, Lacerte, or Drake, the hosting model behind that software can mean the difference between a smooth…

Tax season doesn’t care if your server is ready. It arrives on schedule, and your technology either holds up or it doesn’t. The firms that cruise through busy season without IT disasters are the ones that prepared in October, not the ones scrambling in February. Here are 10 things every CPA firm should do before…

A Written Information Security Plan is an IRS requirement for every tax preparer. Here is what a WISP should contain, how to tell if yours is adequate, and why a downloaded template is not enough.

The FTC Safeguards Rule requires CPA firms to maintain a written security program. Here is what Arizona accounting firms need to know about compliance, the Qualified Individual requirement, and getting ready before tax season.