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.

Plus, FileAI announces V2 platform launch; Foxit launches PDF and Document Workflow APIs; and other accounting tech updates.

The Top 25 Firm plans to launch a data warehouse service for smaller organizations this year and has been using AI to develop some of its rollout strategies.

Just because a company claims it keeps your client data private does not necessarily mean it's true, according to K2's Randy Johnston.

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

Plus, Foxit adds 40 integrations for document management; Deloitte and SailPoint expand collaboration on identity management; and other tech news.

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

Accounting solutions platform Sage's products will have a new "AI Trust Label" to provide customers information on how AI functions across its product line.

Big Four firm PwC announced it can now provide assurance on AI systems to see if they've been designed and operated responsibly.

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.