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4 Ways Accountants Can Improve Operations With Microsoft 365

Adopting new and innovative technology enables accountants to stay updated with current standards and market trends,...

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Under-Used Microsoft Tools to Benefit Your Practice

Microsoft Office is much more than just documents and email. There are lots of little features built into Microsoft...

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Improving Your Practice Operations with Microsoft Planner and To Do

The accountant and bookkeeping business models have expanded significantly over the years to include critical services...

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Step 5: Encrypt Files on Computers and Removable Media

Are you ready for tax season? One thing you may NOT have thought of is making sure that you have an adequate data...

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You Don't Have to Be the Expert in Everything

Like you, my professional reputation lies in my ability to deliver. You deliver everything from historical financial...

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Step 4: Securely Back Up Files on a Routine Basis

Are you thinking about your game plan for tax season? This series of articles will help you meet IRS recommendations...

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Five Ways Tax Preparers Can Utilize SharePoint for Their Data Security Plan

The Internal Revenue Service (IRS) has strict requirements that tax preparers must meet to remain compliant. They must...

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Step 3: Use Multi-Factor Authentication

The thought of building a data security plan for your accounting, bookkeeping or tax preparation practice might feel...

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Step 2: Use Firewalls to Shield Your Computer or Network

In this series of articles, we are providing you a roadmap to build a data security plan based on the IRS and Security...

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Data Security Plan Step 1: Install and Update Antivirus Software

Tax season is around the corner and tax preparers, accountants and bookkeepers are all getting ready. If you don't have...

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