Multi-factor authentication – Why you need it
The security of client data needs to be of the utmost importance to accounting firms. Online thieves have become more sophisticated in recent years. At…
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Portal Security – 5 Tips to Stay Safe
Data security is in the news. Phishing scams, ransomware, spyware and other exploits keep security experts on their toes. Accountants aren’t typically in the data…
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Implement New Tax Workflow Processes in Time for Tax Season
During the Dog Days of summer, it’s sometimes hard to believe that school will soon be starting, football games will become a Sunday standard, and…
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Document and Engagement: Powerful Tools Working Together
CCH ProSystem fx Engagement has a lot of very useful document management features. However, it is not a substitute for a full-featured DMS like CCH…
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Three ideas to improve your portal implementation
On its surface, implementing a portal solution seems like a quick and easy way to improve efficiency and information security. However, any technology investment will…
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Get Your Workflow in Line with a Summer Training Curriculum
It’s hard to believe, but with the calendar flipping to July, we’re closer to the start of 2018 than the start of 2017. In addition…
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