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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Quick Tips: 15-Minute Data Security Boost
Data security is a top concern for accountants, especially during tax season. Start your new year off with a renewed focus on security. These two…
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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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What is Multi-Factor Authentication
Your clients may not realize it, but they’ve probably been using multi-factor authentication for years. Multi-factor authentication is used on banking and credit websites, email…
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New password guidelines for 2017 and beyond
Storing personal and business information in the cloud definitely offers advantages, but not without risk. Whether it’s your online banking site, Dropbox password, or any…
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Security Best Practices from the Experts
Keeping your firm’s data secure is extremely important but increasingly difficult. It’s important to stay informed about security best practices. When you identify threats promptly, your…
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