Secure File Transfer: Why not use email?
Maybe this has happened to you: it’s the middle of tax season and you need to get that one form back from your client. Why not just…
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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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