Data and information management

2017 is a "make-or-break" year for the technology, executives said.

Technology protocols, security measures and proper staff training are key.

Firm highlights its latest advances in audit, tax, analytics and consulting at its New York offices.

The Internal Revenue Service, along with the state tax authorities and tax industry companies that are part of its Security Summit, issued a warning Wednesday to tax professionals to beware of a new two-stage scheme from cybercriminals who are posing as clients soliciting services.

The Internal Revenue Service and its partners in the tax preparation industry are improving their security measures ahead of the January 23 start of tax season.

A case study examines how a company got a handle on reports following a merger.

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.