Practical guides on cloud hosting, cybersecurity, compliance, and technology for accounting, tax, and small business professionals.
Latest articles
Learn what GLBA compliance requires of accounting firms, from privacy notices and the CPA exemption to the Safeguards Rule and pretexting protections.
PTIN renewal opens mid-October 2026. Learn whether a WISP is required, run a 30-minute WISP check, and get compliant before your PTIN expires December 31.
Use this FTC Safeguards Rule guide to see what accounting firms and tax preparers must do: nine program elements, MFA, encryption, and breach notice.
Not sure which QuickBooks setup fits your team? Compare Desktop, Online, and Hosted, then see what a QuickBooks hosting provider should offer. Watch the webinar or read the post.
See how technology-mature firms earn 23% more revenue per employee, then learn how to improve your accounting firm’s efficiency with 6 tools in 2026.
Compare value-based pricing and fixed fee pricing for accounting firms, then use a step-by-step framework to calculate your own value-based fees.
Accounting firm M&A can fail without IT planning. Learn the technology risks, warning signs, and steps for a successful merger integration.
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.
