Data and information management

Here's one task for each month of the year to help you build your practice.

Many firms are offering estate planning or wealth management services, but ironically, a lot of CPAs aren’t necessarily ready for their own retirement.

Given the rise of tax-related identity theft and phishing attempts, a password is no longer enough to protect the private information of accounting firm clients.

The owner of a small tax practice shows how everyone can make a difference in the fight against this scourge.

The IRS has tips for tax preparers to prevent identity theft in the approaching filing season.

SmartVault, which makes online document management and secure client portal solutions, has debuted an e-signature solution.

XBRL US and ConsenSys have formed a working group to develop standards for the tokenization of assets on blockchain.

MRZ, a Houston-based firm, is releasing an app for its clients to access various money management tools in January.

Viewpost, a B2B network for electronic invoicing, payments and cash management, has partnered with MasterCard issuer Comdata so its clients can pay suppliers via virtual credit card.

The IRS and its Security Summit partners have declared the week of Dec. 5-9 “National Tax Security Awareness Week.”

Devious fraudsters target clients through you

The Internal Revenue Service needs to provide better security when transmitting taxpayers’ personal information to outside government agencies, banks and contractors, according to a new report.

Some Internal Revenue Service employees didn’t do enough to protect sensitive taxpayer information when they were sending emails, according to a new report.

The Internal Revenue Service has launched the second year of its public awareness campaign aimed at improving taxpayer security in partnership with tax software companies, tax preparation chains and state tax authorities.

CIOs see significant gaps between IT capabilities and business expectations in areas including innovation and cybersecurity, according to a recent survey by Big Four firm Deloitte.

KPMG has joined the Industry Affiliates Program at the Data Science Institute at Columbia University.

The Internal Revenue Service didn’t do enough to mitigate risks in some of its information technology contracts, according to a new report.

The Internal Revenue Service convened a meeting of its Security Summit partners in the tax preparation industry and state tax authorities Thursday to discuss additional steps they can take to safeguard tax refunds from identity theft next filing season.

The Internal Revenue Service continues to fall short in its cybersecurity efforts, according to a new report.

The Internal Revenue Service is postponing a security upgrade to its e-Services for tax professionals in a new setback for the agency.