Work from Home Cybersecurity: 7 Helpful Articles
With more and more people turning to remote work options in the face of the COVID-19 crisis, it has never been more important to make…
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Fireside Chat: Cybersecurity Guidance from the IRS Security Summit
Cybersecurity: Best practices and the value of staying informed In today’s age of ever-increasing digital interconnectivity, cybersecurity has become a topic of great interest throughout…
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Get Your Head (and Firm) in the Cloud!
The value of cloud-based software CPA firms are looking for cloud-based software solutions for a variety of reasons. Largely, it has to do with cost.…
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End of Year Project: Review Retention Policies and Purge Expired Files
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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End of Year Project: Review and Update Security Policies
Our new ebook, Firm Operations: Office Productivity Projects, provides how-to instructions for 9 projects firms can complete before the end of the year. Varying in…
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Firm Operations How-To: Protecting and maintaining client & firm data
After extension season ends, the race is on to get the firm ready for tax season. There’s a lot you can do in the fourth…
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Software backup and restore procedures ensure your audit data is safe
Software backup and restore procedures With audit software such as CCH® ProSystem fx® Engagement, having appropriate software backup and restore procedures in place is vital.…
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Multi-factor authentication will soon be required in CCH Axcess Portal
Did you know that tax-refund fraud in 2016 reached an all-time high of approximately $21 billion? That’s up from “just” $6.5 billion in 2014, according…
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Cloud Technology Myths versus Facts
Don’t fall for these cloud technology myths Information security is a critical success factor for any person or service provider utilizing personal data of any…
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Why It May Be Time to Evaluate Your Engagement Workflow
Insights from Rob Cameron, CPA and Peer Reviewer Thought leader and peer reviewer Rob Cameron, CPA, Managing Partner of Cameron, Smith & Company, presented a…
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