Advisory September 21, 2026
Who’s Really Watching Your Firm’s Data? A Guide to Employee Activity Monitoring for CPA Firms
Firms need a written policy, paired with the technical controls to back it up, and reviewed at least once a year.
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.
Financial Reporting June 17, 2026
FTC Safeguards Rule and Client Tax Data: What Your Hosting Environment Actually Needs to Comply
The rule defines "financial institution" broadly enough to capture tax preparation firms and financial advisors directly, not just banks and lenders.
Taxes March 17, 2026
Is Your Clients’ Data Safe This Tax Season? Here’s What CPAs Need to Know
Tax season is demanding enough without a security incident disrupting filings or eroding client trust.