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Continue browsing our articles on IT, cybersecurity, and compliance for accounting firms. 128 articles total.
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Articles
How Boston Accounting Firms Can Build a Simple Technology Roadmap (2026)
Many Boston accounting practices know they need a roadmap, but do not want a 40-page enterprise IT strategy that never improves tax season. What you need is a practical accounting firm technology roadmap that Boston, MA leaders can execute quickly and revisit quarterly. Partners, CFO leaders, and managing partners at Boston LLP firms need better ...
IT Documentation West Palm Beach Accounting Firms Need So Nothing Gets Lost (2026)
In many accounting firms, key IT knowledge lives in someone’s inbox until they leave. Passwords, QuickBooks settings, bookkeeping workflows, backup procedures, and tax preparation procedures are scattered across emails and personal notes. When that person is unavailable, tax returns stall, financial statements are delayed, and client data access becomes uncertain. Cyber risk raises the stakes. ...
Regular Software Updates for Accounting Firms: A 2026 Patch Management Framework
More than half (54%) of organizations say their most recent significant outage cost over $100,000, and 16% report losses exceeding $1 million, according to Uptime Institute’s outage analysis. For accounting firms, that kind of disruption during busy season does not just affect IT. It delays filings, interrupts financial reporting, and puts client relationships at risk. ...
FTC Safeguards Rule for CPA Firms: The Practical IT Controls to Focus on in 2026
Many CPA firms and accounting firms fall under the FTC Safeguards Rule because tax preparation and advisory work qualify as covered financial activities under the Gramm-Leach-Bliley Act. That has been true for years. What changed in 2024 is how exposed weak execution has become. The amended rule requires financial institutions to notify the Federal Trade ...
Phishing and Business Email Compromise for CPA Firms: The Tax-Season Prevention Playbook
Consumers reported losing more than $12.5 billion to fraud in 2024, a 25% increase from the prior year (FTC, 2025). For CPA firms, that surge is not abstract. Your accounting practice sits at the center of tax returns, payroll reports, bank account details, and other sensitive financial data that fraudsters actively target. During tax season, ...
Penetration Testing for CPA Firms: Scope, Expectations, and How to Use the Results
According to the FBI’s 2024 Internet Crime Report, reported losses exceeded $16 billion in 2024 from 859,532 complaints. That scale matters to CPA firms because attackers are no longer guessing. They are targeting organizations that hold concentrated financial and personal data and are expecting weak points they can exploit. For many CPA firms, penetration testing ...
Cybersecurity Checklist for Accounting Firms (2026 Guide)
Accounting firms are now top targets for cybercriminals because they store high-value client records, including W-2 information, SSNs, payroll files, and year-end financials. CPA firms handle this sensitive data daily, yet many still lack a clear cybersecurity checklist to define baseline protections. That gap leaves firms exposed long before a breach is detected. Criminals are ...
7 Compliance Requirements for Accounting Firms (2026 Guide)
Deepfake-based cyberattacks are driving new regulatory enforcement cycles in 2026, including revised FTC Safeguards Rule deadlines, stricter SOC documentation requirements, expanded state-level WISP mandates, and continued HIPAA oversight for firms handling PHI. Regulators signal heightened scrutiny of access controls, data practices, and documentation in 2026. Informal processes and outdated policies will not satisfy auditors. This ...
IT Budget Planning for Accounting Firms (2026 Guide)
Non-CISO cybersecurity spending is growing at a 24% annual rate, signaling that firm leaders, not just IT, now drive technology budgets. This shift changes how you plan your IT budget in 2026, as the budgeting process now influences risk reduction, operational efficiency, and firm-wide compliance. Leaders need an IT budgeting framework that aligns with business ...
10 Cybersecurity Predictions for Accounting Firms in 2026
Cyber threats evolve faster than most accounting firms can respond, especially as attackers rely on AI-driven tools. You face growing pressure to protect client data, maintain compliance, and stay ahead of fast-changing risks. This shift sets the stage for key cybersecurity predictions for accounting firms in 2026. In this guide, you’ll see ten key predictions ...
IT Best Practices for CPA Firms: How to Prepare for Tax Season 2026
Tax season leaves your firm no room for IT failures. One outage can stall your tax software, delay filings, and weaken client trust. CPA firms must secure systems well before deadlines. Cyber risk makes this even more urgent. According to the United States Deputy National Security Advisor for Cyber and Emerging Technologies, global cybercrime is ...
How to Prevent Downtime During Tax Season
A network outage during tax season doesn’t just slow your team; it stalls your entire firm. Research from the Uptime Institute shows 54% of major outages cost over $100,000, and 20% exceed $1 million. For accounting firms and CPA firms, that level of downtime means failed e-file submissions, stalled cloud-based applications, and client work that ...
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