Defending CPA Firms From Phishing Attacks in 2026: A Practical Guide for Small and Mid-sized Practices
Picture this: It is late March, your team is buried in extensions and last minute returns, and a…
What Happens to IT When a PE Firm Acquires Your Accounting Practice
When a PE acquisition hits your accounting firm, IT is one of the first things to change. Here's what to expect, what breaks first, and how to prepare before the deal closes.
Dedicated vs Shared Cloud Hosting: What Growing Accounting Firms Should Know
Dedicated vs shared cloud hosting for accounting firms -- compare performance during tax season, security for client data, compliance alignment, and true cost differences.
Standardizing Technology Across Multiple Acquired Accounting Firms
Standardizing IT across accounting firms in a PE portfolio -- a phased playbook from discovery to full portfolio management, delivered in weeks, not months.
Verito vs. Azure for Accounting Firms: The Case for Dedicated Private Cloud vs. Public Cloud
A former Microsoft engineer just handed the entire cloud industry a mirror it didn’t want to look into.…
From Solo Lawyers to 100+ Attorney Firms: How IT Needs Change at Each Stage
The IT setup that helped a two-attorney firm run smoothly through its first five years is often the…
IT Compliance for Law Firms: HIPAA, SOC 2, GDPR, and Client Audits Explained Simply
Most law firms don’t get overwhelmed by legal complexity. They get overwhelmed when a new client, insurer, or…
WISP for CPA Firms: The Complete IRS-Compliant Guide (2026)
Adam Dekker, CFP®, EA, CDFA®, runs a fully digital financial planning and tax services firm with three people,…
How One Firm Dropped Four IT Vendors and Got Their Nights Back
TLDR By Camren Majors, co-author of Beyond Best Practices: Modernizing the Successful Accounting Firm Most accounting firms do…
Tax Software Hosting in 2026: The Complete Guide for CPA Firms (QuickBooks, Lacerte, Drake, UltraTax, ProSeries)
Here is a scenario that plays out somewhere in America every single year, at exactly the wrong time.…
TaxAct vs Drake vs ProSeries: Which Tax Software Should You Host In 2026?
If you are comparing TaxAct Professional, Drake Tax, and ProSeries on features and price, the short answer is…