Taxes July 29, 2025
As part of a special five-part series, the IRS and its Security Summit partners highlight the importance of tax pros creating and maintaining a WISP.
August 8, 2014
GoFileRoom is a web-based document management system designed to be used primarily from within the Internet Explorer web browser. The software has traditional features like version control, check-in and check-out, and supports bar-code scanning to help streamline document organization. Workflow and document routing are available using the integrated FirmFlow workflow engine, and documents can be…
August 5, 2014
Nearly a quarter of all Californians could soon have their medical histories accessible to doctors and emergency rooms all over the state with just a few strokes on the keyboard.
July 31, 2014
A new report from PwC US and the Investor Responsibility Research Center Institute (IRRCi) indicates that while companies must disclose significant cyber risks, those disclosures rarely provide differentiated or actionable information. The report examines key cybersecurity threats to corporations and provides information to investors struggling to evaluate investment risk, business mitigation strategies and the quality…
July 22, 2014
Technology is embedded in every area of your firm, and leveraging IT investment is key to business success. Here are 10 strategies to help your firm maximize its IT investment.
June 26, 2014
According to a new report, almost one in five small and medium businesses worldwide are exposed to major security risks as they are still using Windows XP after Microsoft ended support for the operating system.
June 17, 2014
If your office is like most, it’s going mobile. From financial spreadsheets and payroll information to tax forms and client communications, many CPAs are accessing critical client data via their mobile devices. As a result, the risk of data leakage is becoming a heightened priority for the modern accounting firm.
June 11, 2014
A look at the unique cyber vulnerabilities that SMBs face, and how they can mitigate data breaches with an inside-out approach to information security
June 2, 2014
Under fire for its handling of the data breach, Target's board is now defending itself to shareholders in advance of next week's annual meeting.
May 12, 2014
Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that could be improved upon.
April 21, 2014
It is impossible to think too much about protecting your data. If you are the business owner, responsible for Information Technology or an IT professional, protecting data has to always be top of mind. Backup and recovery is not an area you can leave to chance. The January installment of this column spoke about alternative…
April 14, 2014
Russia has invaded the Ukraine; North Korea is firing on the South; Iran is about to develop nuclear weapons; terrorism is on the rise again; and the single most important thing to be afraid of is…
March 24, 2014
The California Department of Motor Vehicles is reporting a possible data security breach in its credit card processing services but said it had not yet found evidence that its computer system had been hacked.