Technology November 9, 2026
How to Get Breached, Step 6: Share Files However is Fastest
Emailing tax returns, W-2s, and bank statements is fast. Breach notification is not.
Technology October 2, 2026
What the FTC Safeguards Rule Actually Requires From Tax and Accounting Firms
A plain-language breakdown of what the FTC Safeguards Rule and IRS Publication 4557 mean for tax and accounting firms.
Technology September 25, 2026
Don’t Get Victimized By a Cybercriminal
CPA firms can create data security protocols that may help reduce the risk of a cyber incident when such protocols are implemented and followed consistently.
Taxes September 18, 2026
IRS Cybersecurity Program Was Not Effective for Fiscal Year 2026, Says Report
86 percent (6 out of 7) of the sampled information systems had critical vulnerabilities not remediated within 30 days, as required.
Firm Management September 10, 2026
The Audit Trail Your Firm Can’t Afford to Be Missing
Why audit logging is a firm-wide issue, not just an IT one.
Firm Management August 31, 2026
How Accounting Firms Can Protect Against the Rising Threat of Vishing
Accounting and CPA firms hold exactly the kind of data that makes them an attractive target.
Technology August 26, 2026
5 Questions to Ask About Client Data Security in a Hosted Environment
Here are five practical, vendor-neutral questions an accounting or tax firm should ask before choosing any technology provider.
Accounting Technology Lab Podcast August 21, 2026
Why Your WISP Is Essential in 2026 – Accounting Technology Lab Podcast – August 2026
Randy and Brian explain why a written information security plan is no longer a compliance document that can sit on a shelf.
Accounting Technology Lab Podcast August 14, 2026
Hardware Hullabaloo – Accounting Technology Lab Podcast – August 2026
Randy and Brian examine how cybersecurity concerns, new processor families, and extraordinary component-price increases are reshaping technology plans for accounting firms and home offices.
Firm Management August 10, 2026
Why Root Cause Analysis Deserves a Permanent Place in Your Firm’s Incident Response Plan
Root cause analysis works best when it's treated as a standing part of incident response rather than an occasional deep-dive reserved for major breaches.
Firm Management August 7, 2026
What Should Not Become Part of the Client Archive
The mistake is assuming that every piece of information used to reach that outcome must follow the same path.
Taxes August 4, 2026
IRS Warns of 5 Types of Tax Data Phishing Scams
Common Threats: Scammers use phishing, targeted spear phishing, cloned emails, high-level whaling, and fake new-client emails to deliver malware and steal credentials.
IRS August 3, 2026
Scammers Are Trying to Trick Crypto Holders with Fake IRS Letters
Fraudsters are mailing fake IRS letters to cryptocurrency holders in a scheme using a bogus website that aims to steal taxpayers' personal information and digital assets, IRS-CI said in a fraud alert last week.