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Safeguard your accounting firm and clients from phishing attempts with these secure browsing tips

As accounting firms and the clients they serve spend more time online, it’s no surprise that cyberattacks continue to rise. That being said, there are many ways to fend off these online fraudsters, preventing your personal and business data from being compromised.  Companies and their customers can be exposed to these virtual villains in a […] Read more

FTC Safeguards Rule Compliance – A complete guide for Accountants and Bookkeepers

The FTC safeguards rule has captured a lot of attention in recent years among the Accounting, Bookkeeping and Tax preparer community. With its complexities and implications, this regulation has left many practitioners pondering what it truly means for their practices and whether proactive steps are required. Working with over 24,000+ accountants and bookkeepers, we have […] Read more

PTIN Renewal 2023 – A Quick & Simple guide for accountants

Are you a tax professional preparing for your PTIN renewal in 2023? Renewing your Preparer Tax Identification Number (PTIN) is crucial, but that’s not the only aspect to consider. The IRS has introduced new guidelines, including IRS 4557, emphasizing the importance of data security for tax preparers in the United States. In this quick and […] Read more

Passwordless Authentication: The Future of Secure Access

In today’s digital age, securing online accounts and sensitive information is more critical than ever, especially for accounting firms entrusted with safeguarding confidential client data. Traditional password-based authentication methods, while widely used, are increasingly proving to be vulnerable to various security threats. As a result, the tech industry has been actively exploring more secure and […] Read more

3 Trends Elevating Business Email Risks for Accountants in 2023

Security discussions have undergone a transformation to counter evolving cybercriminal tactics. Initially, focus centered on safeguarding client data to prevent financial and reputational harm. This resulted in investments in single sign-on (SSO), multi-factor authentication (MFA), and a shift to cloud-based software with robust online security. With improved data protection, hackers shifted their attention to exploiting […] Read more

Navigating Regulations and Compliance around Business Email Compromise (BEC)

In the dynamic world of accounting, where financial precision meets digital innovation, the urgency of addressing Business Email Compromise (BEC) has never been more critical. This covert threat has elicited a resounding call to action from both the public and private sectors, leaving accounting firms with an unambiguous mandate: bolster defenses against BEC attacks to […] Read more
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