IT & cybersecurity insights for professional services firms
Expert insights on cybersecurity, compliance, AI adoption, and managed IT — written for CPA firms, law practices, and financial services firms.
Compliance What Accounting Firms Should Actually Put in a Client Data Retention and Destruction Policy
Most CPA firms' data retention policies are outdated or missing entirely. Here's what a defensible, practical policy actually needs to cover.
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AI & Automation How to Evaluate an AI Tool Before Your Financial Advisory Firm Starts Using It with Client Data
A practical checklist for financial advisors, CPAs, and attorneys to vet AI tools before client data ever touches them.
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Cybersecurity The Microsoft 365 Settings Small Law Firms Forget to Lock Down After Setup
Microsoft 365 isn't secure out of the box. Here are the specific default settings small law firms must change to protect client data and meet bar obligations.
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Compliance The Email Archiving Requirements CPA Firms Keep Overlooking (And the IRS Notices That Follow)
AICPA, IRS, and state board rules each govern CPA email retention. Learn what's required, what's missing, and how to fix it before an audit.
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Cybersecurity Why Law Firms Are Still Getting Breached After Buying Cybersecurity Insurance
Cybersecurity insurance won't save your law firm if basic security controls are missing. Learn what policies cover, what they don't, and how to avoid claim denial.
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Managed IT When Your IT Person Leaves: How Boutique Financial Firms Protect Themselves from Insider Access Risks
When your IT person leaves, privileged access doesn't always go with them. Here's how small professional services firms close the gaps before something goes wrong.
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Compliance A CPA Firm's Guide to Evaluating Cloud Accounting Software Vendors on Security
Before your CPA firm signs with a cloud accounting vendor, ask these security questions. A practical guide mapped to IRS Pub. 4557 and state data laws.
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Cybersecurity What Multi-Factor Authentication Actually Protects Against - and What It Doesn't
MFA stops many attacks - but not all. Learn what multi-factor authentication actually protects against and what gaps your firm still needs to close.
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AI & Automation How Law Firms Are Using AI Tools Without Realizing They're Violating Client Confidentiality
AI writing tools may expose privileged client data by default. Here's what law firms must know about data retention policies and AI acceptable-use rules.
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Managed IT The Real Cost of Outgrowing a Break-Fix IT Model for Boutique Financial Firms
Break-fix IT creates hidden costs and compliance gaps for RIAs and financial advisory firms. Here's when to make the switch to managed IT.
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Compliance What CPA Firms Need to Know About IRS Publication 4557 and Client Data Protection
IRS Publication 4557 requires more than a WISP. Here's what CPA firms must have in place to protect client data and stay compliant.
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Cybersecurity Cyber Incident Response for Firms Without an IT Department: A Practical Playbook
No IT staff? No problem. This plain-language playbook helps small professional services firms respond to a cyber incident in the first critical 60 minutes.
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