Data security

The Internal Revenue Service didn't do enough to verify the identity of callers to its Practitioner Priority Service and Business Specialty Tax phone lines.

Don't be lulled into a false sense of comfort that your firm (or your clients) are too small or too large to be attacked. Firms remain a tempting target.

Plus, the agentic future of customer service and support; CEOs have mixed results with AI and cybersecurity; and upgrades to Microsoft Teams.

Don't risk everything you've built for a short-term saving on a template. In today's world, that's the difference between surviving and thriving.

The VeritShield service offering is designed to help firms actively build and maintain a Written Information Security Program as required by the IRS.

The IRS is warning tax professionals about a host of new and resurgent fraud schemes.

Top 100 Firm Prager Metis CPAs partnered with Kearns Technology Inc. to launch a digital solutions company called PM IT Services.

Document security in accounting encompasses protocols for safeguarding records against unauthorized access, data breaches and loss.

Despite security enhancements from Microsoft, CPA firms are likely to disable the controversial Recall feature in Windows 11, which uses AI to create a precise record of user activity.