Phishing scams to watch for this tax season
Identity theft is increasing, and the IRS is helping protect taxpayers from phishing scams and other cybercrime. A tax season phishing scam is uncovered seemingly every…
read more
Client Satisfaction Depends on the Basics
Improving client satisfaction is a key goal for many CPA firms. However, what firms think clients want and what clients actually want sometimes diverge. A…
read more
IRS warns of new access locked phishing scam
On February 17, 2017 the IRS published a news release warning tax professionals to be aware of a new phishing scam in which hackers pose…
read more
Hosted Tax Software: Beware the Fake Cloud
Many firms switch to hosted tax software hoping to take advantage of all the benefits the cloud has to offer. Whether they want to hire…
read more
What is a future ready firm?
Most firms have some sort of strategic plan for the future, but oftentimes, the steps they will need to take to get there are left…
read more
Accounting Firm Risk – Is Your Firm Protected?
Accountants are naturally averse to risk. After all, your clients count on you to protect their finances. Their livelihoods depend on you, which makes trust…
read more
New Tax Technology for a New Tax Season
Who’s Excited for Tax Season? I am. It’s my favorite time of the year! I know it’s a sickness. But when else do you have…
read more
Managing Risk in Accounting Firms
Security is at the top of everyone’s mind this tax season. In fact, managing risk has been a hot topic for several years now. In…
read more
IRS Security Standards: Safeguarding your client information
To help firms protect their clients from the increasing threat of identify theft and fraud, the IRS recently enacted new security standards for protecting client data.…
read more
5 Problems Solved by a Common Database
Firms that use integrated technology have reported being able to serve more clients, requiring fewer staff, or needing less time to complete a return. The…
read more