Data and information management

Financial modeling, much like coding, involves numerous interconnected spreadsheet tabs, complex logical structures built through Excel formulas and links.

Data has become one of the most valuable assets a company can own. Without data, AI systems would lack the foundation needed to learn, adapt, and generate meaningful insights.

While organizations understand AI governance and controls are important, actual implementation lags behind significantly due to leadership and culture.

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, Pipe launches AI agents for small biz; Wolters Kluwer divests its Finance, Risk and Regulatory Reporting unit; and other accounting tech news.

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.