AI Policies for Accounting Firms: What to Do When Staff Share Client Data
An AI policy for accounting firms should say which tools staff may use, what information they may enter,…
MFA for Tax Firms: Choosing Phishing-Resistant Authentication
Multi-factor authentication requires different types of authentication factors. A password followed by another password is not MFA. For…
Section 7216 Consent Requirements for Tax Preparers
Section 7216 restricts a tax return preparer’s disclosure or use of tax return information. If the law or…
Breach Tabletop Exercises for Tax and Accounting Firms
A breach tabletop exercise is a discussion of how your firm would handle a realistic security incident. It…
Email vs Client Portals for Sharing Tax Documents
Email can protect tax documents when the right controls are configured, but an ordinary attachment creates copies the…
Verito’s Fall 2026 G2 Recognition and Customer Reviews
Verito’s Fall 2026 G2 announcement gives accounting firm owners a reason to examine its customer reviews and hosting…
EFIN and IRS e-Services Phishing Scams: A Tax Firm Checklist
A fake EFIN or IRS e-Services email often creates an urgent account problem, then asks the preparer to…
Does PTIN Renewal Require a Written Information Security Plan?
Paid tax preparers must create and maintain a written information security plan (WISP). PTIN renewal includes an acknowledgment…
Tax Software Server Requirements: A Filing-Season Readiness Checklist
Tax software server readiness starts with the exact vendor requirements, then adds the capacity your firm needs for…
Section 7216 Consent and Access Controls for Offshore Staff
Before offshore staff can access tax return information, a firm needs to determine the applicable Section 7216 authority…
California SB 122: SaaS Tax and Tax Software Hosting Costs
California SB 122 expands sales and use tax to covered digital products beginning Jan 1, 2027. The key…