THUMBNAILy

October 4, 2020

Security for Accounting Firms: How to Comply with IRS Rules for Keeping Client Data Safe

Ensuring data is secure isn’t just a bonus or an extra feature accounting firms can offer clients. And per the IRS—it’s the law. CPA firms that don’t protect their clients’ data face fines, compensatory costs, and other financial hits.

But the biggest threat they face is a loss of their reputation for being trustworthy and reliable—and, as a result, the loss of both existing and potential clients. One security slip can literally destroy a firm.

This eBook goes into detail about how firms can not only stay in compliance with IRS regulations but also take specific steps to ensure the security and privacy of client data.            

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The Ultimate Guide to AI for Auditors

Auditing October 14, 2025 

The Ultimate Guide to AI for Auditors

Artificial intelligence is becoming an integral part of modern audit practices. As new tools emerge, understanding how to evaluate them effectively is essential. The Ultimate Guide to AI for Auditors provides a practical framework to help audit professionals, firm leaders, and teams make informed decisions about adopting AI.

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