Top WISP Templates and Security Plans for Accounting Firms
If you renewed your PTIN for 2026 and hesitated at the question about your written data security plan,…
Will AI Replace Accountants? What the Data Actually Shows in 2026
No. AI will not replace accountants. According to the U.S. Bureau of Labor Statistics, employment of accountants and…
Dedicated vs. Shared vs. Cloud Hosting for Accounting Firms: Which Should You Choose?
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.…
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,…
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.…
Managed IT Pricing for Accounting Firms: Real-World Benchmarks by Firm Size (2026)
If you run an accounting or tax firm, you have probably seen managed IT proposals that look similar…
7 Best IT Support Providers for Accounting & Tax Firms (2026 Ranked)
(Updated for 2026, includes latest compliance changes and provider updates.) When tax season hits, every second of downtime…
25 Questions Every CPA Firm Must Ask Before Signing a Managed IT Contract
A managed IT contract is not a vendor formality. It is the legal document that decides what happens…