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 November 9, 2026
Emailing tax returns, W-2s, and bank statements is fast. Breach notification is not.
Technology November 2, 2026
It is a tempting shortcut. It is also a fast way to lose control of the most sensitive records your clients ever hand you.
Firm Management October 29, 2026
There are significant gaps in the key protections firms use to safeguard sensitive financial and client data.
Technology October 12, 2026
One login for the tax software, the client portal, and the bank is easy to remember. It is also easy to steal.
Technology October 5, 2026
A small practice can hold enough client data to fuel hundreds of identity theft cases. Here's how firm leaders can close the gaps attackers count on.
Firm Management June 29, 2026
Every minute an organization remains uncontrolled during a security incident is a minute the adversary retains the advantage and broadens the damage.
Financial Reporting June 17, 2026
The rule defines "financial institution" broadly enough to capture tax preparation firms and financial advisors directly, not just banks and lenders.
Firm Management June 17, 2026
The service offering brings enterprise-grade cybersecurity support under one managed model.
Taxes April 21, 2026
The Los Angeles County Office of Education declined to provide information about how many school districts or employees may be affected.
Firm Management March 25, 2026
Artificial intelligence has made it much easier—and cheaper—for criminals to impersonate firms, manufacture “urgent” requests, and trick staff into clicking malicious links.
Taxes March 17, 2026
Tax season is demanding enough without a security incident disrupting filings or eroding client trust.
Small Business January 19, 2026
Small businesses are raising prices to make up for losses from cybercrime, according to a survey by the Identity Theft Resource Center.