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Technology Vetting - 3 Factors to Consider

With the bulk of tax season fading into memory, it is time to work ON your practice. When was the last time you took a...

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Effective Collaborative Work Management for a Thriving Business

Apart from the fact that automating processes can be complex, process automation centralizes information and reduces...

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Cultivating an Automation Mindset

Do you want to focus on delivering more value for your clients, but with less expense? Have you been considering...

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Actions Items for Your Firm Based on Annual Tech Survey

The Accounting Firm and Operation Technology (AFOT) survey has measured the use of technology by accounting firms for...

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Internet Explorer Retires Soon. Are You Ready?

The Internet Explorer 11 desktop app is retiring on June 15, 2022. If you and/or your clients use IE 11, are you ready...

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Microsoft 365 Billing Changes: What You Need to Know

Starting March 1st, 2022, Microsoft is releasing an updated program that changes how purchasing Microsoft 365 licenses...

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Share With Your Clients - QR Codes Are the Latest Cyberthreat

This week, the FBI issued a public service announcement about cybercriminals tampering with QR codes for purposes of...

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Workbook: Data Security Evaluation, Implementation and Documentation

According to a recent Woodard poll, two-thirds of accountants, bookkeepers and tax preparers do not have a formal plan...

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Tax Season: Review Your Data Security Now!

You might think that you are securing your client data, but are you really? Surely Nieman Marcus thought they had full...

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Three Microsoft Applications Accountants Should Be Using

Technology continuously advances to provide solutions for unmet needs or improve daily tasks and activities. This type...

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