Security & Compliance

Accounting compliance is increasingly about proving client data is protected. Learn why cybersecurity, WISPs, FTC rules, and recent breach cases matter for CPA and tax firms.

Build a disaster recovery plan for your accounting firm or small business with this step-by-step checklist covering backups, communication, and continuity.

Learn what cyber insurance is, minimum requirements for coverage, and how to reduce premiums while protecting your business from cyberthreats.

Learn how to build a data breach response plan, structure an incident response policy, and prevent future cyberattacks at your accounting firm.

IRS Publication 4557 outlines how tax professionals must protect taxpayer data. Learn the requirements, penalties, and how to stay in compliance.

What is MFA and why does your accounting firm need it? Learn how MFA compliance adds crucial security layers to protect your firm’s sensitive client data.

Are you prepared to prevent identity theft and fraud? Learn what accounting firms can do to reduce their risk.

Remote accounting workflows create real security risks. Learn how to meet IRS requirements, protect sensitive client data, and find the right cloud partner.

The FTC and IRS require accounting firms to have a documented data backup plan. Learn how to build one in 5 steps.

Does your firm have a Written Information Security Plan? Learn the essential WISP requirements for accountants to stay compliant.

Stay ahead of the curve. Explore the top 7 cybersecurity threats facing accounting and tax firms in 2026 and how to protect your data.

Most bookkeeping firms have the basics covered. But basic isn’t enough. Discover the four security areas where positioned firms outpace protected ones.