Insights & Resources

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.

CPA reviewing FTC regulatory documents beside a secure data protection framework diagram Compliance

What Is the FTC Safeguards Rule?

Understand the FTC Safeguards Rule requirements for CPA firms and financial institutions.

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Professional services business owner exploring AI tools on a tablet at their desk AI & Automation

SMB's Guide to AI for Professional Services Firms

Where to start with AI, which tools are safe for your firm, data security basics, realistic ROI expectations, and a 90-day adoption plan for firms.

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Small business owner sorting relevant technology icons from a crowded digital display AI & Automation

2026 Tech Trends: What Small Businesses Should

Discover which 2026 tech trends matter for small businesses. AI, cybersecurity, and cloud shifts that boost efficiency, plus which hype to skip.

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Security console detecting and isolating a suspicious process across connected endpoint devices Cybersecurity

What Is EDR (Endpoint Detection and Response)?

Learn what EDR (Endpoint Detection and Response) is, how it differs from antivirus, and why insurers and regulators require it for professional services.

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Compliance officer reviewing nine-element FTC Safeguards framework on secure government-styled document Compliance

FTC Safeguards Rule Compliance Guide

Who must comply, the 9 required elements, penalties for non-compliance, and a clear timeline. A free preview of the complete FTC Safeguards compliance guide.

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Traveler at an airport using a laptop on public Wi-Fi with a warning icon visible Cybersecurity

The Business Owner’s Guide To Holiday Travel

Traveling during the holidays poses unique security risks to your devices and data.

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User unlocking an account with a password, phone code, and fingerprint in sequence Cybersecurity

What Is Multi-Factor Authentication (MFA)?

Learn what multi-factor authentication (MFA) is, how it works, and why it is now required by cyber insurance carriers, the FTC Safeguards Rule, IRS.

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Professional firm partner reviewing cyber insurance policy document with digital security metrics overlay Cybersecurity

Cyber Insurance Guide for Professional Firms

What cyber insurance covers, what carriers require, and how to reduce premiums. A free preview of the complete cybersecurity insurance guide for firms.

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Neatly wrapped practical tech gadgets arranged on a desk for remote workers General

Tech Gifts That Won’t End Up In A Drawer

Discover practical tech gift ideas perfect for remote workers and frequent travelers.

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IT technician remotely monitoring multiple client network dashboards from a control center Managed IT

What Is a Managed Service Provider (MSP)?

Learn what a managed service provider (MSP) does, how pricing works, and what to look for when choosing an MSP for your professional services firm.

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Small business owner updating holiday hours on laptop with festive decorations and notification icons General

Holiday Tech Etiquette For Small Businesses

Avoid holiday tech mishaps that frustrate customers during busy seasons. Update business hours on Google, social media, and your website.

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Festive donation website disguising a wolf in sheep's clothing with phishing warning symbols Cybersecurity

Holiday Scams In Disguise

Holiday seasons see a rise in donation scams, with fraudsters exploiting generosity to steal millions.

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