IT & cybersecurity insights for professional services firms
Expert insights on cybersecurity, compliance, AI adoption, and managed IT — written for CPA firms, law practices, and financial services firms.
Managed IT What Law Firms Should Know Before Moving Their Document Management System to the Cloud
Before your firm migrates to a cloud DMS, read this. A clear-eyed framework covering bar compliance, security, and workflow fit.
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Managed IT What Financial Advisory Firms Get Wrong When They Set Up Microsoft 365
Most financial advisory firms treat M365 setup as a one-time task. Here's why that's a compliance and security problem-and how to fix it.
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Cybersecurity The Right Way to Offboard a Client at a CPA Firm (Before Their Data Becomes Your Liability)
Most CPA firms have no formal client offboarding process - leaving former client data exposed in portals, drives, and email long after engagements end.
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AI & Automation How Accounting Firms Are Using AI to Cut Time Spent on Client Onboarding
Small CPA and financial firms are using AI tools to cut hours from client onboarding-without replacing the human relationship that clients value.
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Cybersecurity What Happens to Your Law Firm's Data When a Vendor Gets Breached
A breach at your practice management or e-signature vendor can expose years of client files. Here's what law firms must do to manage third-party risk.
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Managed IT How to Evaluate a Managed IT Provider Before You Sign the Contract
A practical evaluation framework for CPA firms, law firms, and financial advisors to assess MSPs before signing-beyond price and a sales call.
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Cybersecurity Why Business Email Compromise Hits CPA Firms Hardest During Tax Season
Tax season makes CPA firms prime BEC targets. Learn how attackers exploit busy season pressure and what controls protect your firm.
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Compliance What 'Reasonable Security' Actually Means for a 10-Person Financial Advisory Firm
Regulators use 'reasonable security' as the standard-but what does it mean for a small RIA? Here's how to translate vague rules into concrete controls.
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Managed IT The IT Due Diligence Checklist Law Firms Forget During a Merger
Law firm mergers stall on IT surprises. Use this pre-merger IT due diligence checklist to protect billable work, data, and security from day one.
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Cybersecurity The Password Manager Conversation Your CPA Firm Keeps Avoiding
Shared spreadsheets and sticky notes are a security crisis waiting to happen. Here's how CPA firms can fix credential management before it costs them.
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AI & Automation What CPAs Need to Know Before Adopting AI-Assisted Tax and Audit Tools
Before your CPA firm adopts AI tax or audit tools, here's what you need to know about data privacy, professional liability, and vendor due diligence.
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Managed IT The Hidden IT Costs of Tax Season: How CPA Firms Can Stop Paying the Crunch-Time Penalty
Tax season IT failures are predictable. Learn how CPA firms can avoid VPN slowdowns, license lapses, and security gaps with a simple Q4 planning checklist.
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