IT insights for accounting firms.
Practical guidance on cybersecurity, compliance, tax season readiness, and the technology decisions that actually matter for CPA firms. Written by people who understand your world.
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Client Data Retention for Providence Accounting Firms: What to Keep and For How Long
Research shows that up to 85% of stored data is either redundant, obsolete, or trivial. For a Providence CPA firm, this “dark data” is a liability, not an asset. The instinct to keep everything forever feels safe, but every file sitting on an aging server beyond its required retention period represents an expanded attack surface. ...
San Francisco CPA Firm Incident Response Plans That Work
A cybersecurity incident in March is a business-ending event for a San Francisco CPA firm without a plan. Tax season heightens your cybersecurity risk: staff is fully stretched, sensitive data is in motion, and an IT outage directly disrupts business operations, leading to missed deadlines, client penalty exposure, and irreversible reputational damage. An incident response ...
How LA Accounting Firms Stop Business Email Compromise
Business email compromise is no longer a scam you can spot by a typo in the sender’s name. AI-powered impersonation now produces emails indistinguishable from your managing partner’s writing style, your largest client’s CFO, or your firm’s bank contact. Los Angeles CPA firms are high-value targets because you manage wire transfers, tax payments, and real ...
How Boston Accounting Firms Can Build a Simple Technology Roadmap (2026)
Many Boston accounting practices know they need a roadmap, but do not want a 40-page enterprise IT strategy that never improves tax season. What you need is a practical accounting firm technology roadmap that Boston, MA leaders can execute quickly and revisit quarterly. Partners, CFO leaders, and managing partners at Boston LLP firms need better ...
IT Documentation West Palm Beach Accounting Firms Need So Nothing Gets Lost (2026)
In many accounting firms, key IT knowledge lives in someone’s inbox until they leave. Passwords, QuickBooks settings, bookkeeping workflows, backup procedures, and tax preparation procedures are scattered across emails and personal notes. When that person is unavailable, tax returns stall, financial statements are delayed, and client data access becomes uncertain. Cyber risk raises the stakes. ...
Regular Software Updates for Accounting Firms: A 2026 Patch Management Framework
More than half (54%) of organizations say their most recent significant outage cost over $100,000, and 16% report losses exceeding $1 million, according to Uptime Institute’s outage analysis. For accounting firms, that kind of disruption during busy season does not just affect IT. It delays filings, interrupts financial reporting, and puts client relationships at risk. ...
FTC Safeguards Rule for CPA Firms: The Practical IT Controls to Focus on in 2026
Many CPA firms and accounting firms fall under the FTC Safeguards Rule because tax preparation and advisory work qualify as covered financial activities under the Gramm-Leach-Bliley Act. That has been true for years. What changed in 2024 is how exposed weak execution has become. The amended rule requires financial institutions to notify the Federal Trade ...
Phishing and Business Email Compromise for CPA Firms: The Tax-Season Prevention Playbook
Consumers reported losing more than $12.5 billion to fraud in 2024, a 25% increase from the prior year (FTC, 2025). For CPA firms, that surge is not abstract. Your accounting practice sits at the center of tax returns, payroll reports, bank account details, and other sensitive financial data that fraudsters actively target. During tax season, ...
Penetration Testing for CPA Firms: Scope, Expectations, and How to Use the Results
According to the FBI’s 2024 Internet Crime Report, reported losses exceeded $16 billion in 2024 from 859,532 complaints. That scale matters to CPA firms because attackers are no longer guessing. They are targeting organizations that hold concentrated financial and personal data and are expecting weak points they can exploit. For many CPA firms, penetration testing ...
Cybersecurity Checklist for Accounting Firms (2026 Guide)
Accounting firms are now top targets for cybercriminals because they store high-value client records, including W-2 information, SSNs, payroll files, and year-end financials. CPA firms handle this sensitive data daily, yet many still lack a clear cybersecurity checklist to define baseline protections. That gap leaves firms exposed long before a breach is detected. Criminals are ...
7 Compliance Requirements for Accounting Firms (2026 Guide)
Deepfake-based cyberattacks are driving new regulatory enforcement cycles in 2026, including revised FTC Safeguards Rule deadlines, stricter SOC documentation requirements, expanded state-level WISP mandates, and continued HIPAA oversight for firms handling PHI. Regulators signal heightened scrutiny of access controls, data practices, and documentation in 2026. Informal processes and outdated policies will not satisfy auditors. This ...
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