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.
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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Compliance How RIAs Should Document Their Cybersecurity Program for an SEC Examination
The SEC is asking RIAs to prove their cybersecurity program works - not just say so. Here's what examiners actually want to see from small firms.
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Cybersecurity Microsoft 365 Security Settings Your CPA Firm Probably Has Wrong
Most CPA firms leave Microsoft 365 on default settings that expose client data. Here's what to fix - no dedicated IT team required.
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Compliance How Boutique RIAs and Financial Advisors Should Think About Vendor Risk Management
Boutique RIAs are responsible for how client data is protected-even when a vendor holds it. Here's how to build a practical vendor risk management process.
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Compliance What Accounting Firms Should Actually Put in a Client Data Retention and Destruction Policy
Most CPA firms' data retention policies are outdated or missing entirely. Here's what a defensible, practical policy actually needs to cover.
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AI & Automation How to Evaluate an AI Tool Before Your Financial Advisory Firm Starts Using It with Client Data
A practical checklist for financial advisors, CPAs, and attorneys to vet AI tools before client data ever touches them.
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Cybersecurity The Microsoft 365 Settings Small Law Firms Forget to Lock Down After Setup
Microsoft 365 isn't secure out of the box. Here are the specific default settings small law firms must change to protect client data and meet bar obligations.
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Compliance The Email Archiving Requirements CPA Firms Keep Overlooking (And the IRS Notices That Follow)
AICPA, IRS, and state board rules each govern CPA email retention. Learn what's required, what's missing, and how to fix it before an audit.
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