tax security

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Firm leaders and members rarely get the chance to sit alongside each other to discuss process improvements—but tax season debriefs are meant for precisely that. Learn how to improve your next debrief by watching our new webinar today.

On this episode of The Right Byte, Roman Kepczyk explains that protecting taxpayer data is the law. Roman discusses five checkpoints that can keep your business compliant with the law…

Most CPAs are aware they have a fiduciary responsibility to protect the client information they have been entrusted with, but many do not realize that it is a legal requirement….