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 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Most CPA firms' data retention policies are outdated or missing entirely.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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Cybersecurity Why Law Firms Are Still Getting Breached After Buying Cybersecurity Insurance
Cybersecurity insurance won't save your law firm if basic security controls are missing. Learn what policies cover, what they don't, and how to avoid claim denial.
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Managed IT When Your IT Person Leaves: How Boutique Financial Firms Protect Themselves from Insider Access Risks
When your IT person leaves, privileged access doesn't always go with them. Here's how small professional services firms close the gaps before something goes wrong.
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Compliance A CPA Firm's Guide to Evaluating Cloud Accounting Software Vendors on Security
Before your CPA firm signs with a cloud accounting vendor, ask these security questions. A practical guide mapped to IRS Pub. 4557 and state data laws.
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Cybersecurity What Multi-Factor Authentication Actually Protects Against - and What It Doesn't
MFA stops many attacks - but not all. Learn what multi-factor authentication actually protects against and what gaps your firm still needs to close.
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AI & Automation How Law Firms Are Using AI Tools Without Realizing They're Violating Client Confidentiality
AI writing tools may expose privileged client data by default. Here's what law firms must know about data retention policies and AI acceptable-use rules.
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