An educational video series by Verito
The Firm Ground™Practice management for accounting firms
The Firm Ground™ is an online educational video series on accounting firm practice management, presented by Verito Inc. Each episode gives tax and accounting firm owners practical instruction on running a secure, compliant, well-organized practice: protecting client data, using AI responsibly, meeting FTC Safeguards and IRS Publication 4557 requirements, planning backups, and preparing your team for tax season.
Hosted by Jatin Narang, CEO of Verito.
- 10
- Episodes
- Free
- To watch
- 8–17 min
- Per episode
15 Security Settings You Already Paid For (But Haven't Turned On)
Watch The Firm Ground™ episodes
Every episode is free to watch here or on YouTube. Start with the latest, or pick the topic your firm needs most.
15 Security Settings You Already Paid For (But Haven't Turned On)
No new software, no extra cost. Fifteen built-in protections across Drake, Lacerte, ProSeries, QuickBooks, Microsoft 365, and Google Workspace that most firms never switch on, and how each maps to the FTC Safeguards Rule.
- Published
- Jul 30, 2026
- Length
- 9 min
All episodes
Practice management topics covered
The Firm Ground™ teaches the operational side of running an accounting firm: the policies, settings, and habits that keep client data safe and the practice compliant.
Client data and AI policy
How firms can use AI tools without exposing client data, which account types are safe, and how to review AI output before it reaches a client.
Episodes 1, 2, 3
Security and compliance
What FTC Safeguards and IRS Publication 4557 actually require, how to turn a WISP template into a working plan, and where firms most often fall short.
Episodes 5, 7
Backups and continuity
Structuring backup copies, choosing storage, keeping offsite copies, and proving your firm can recover after ransomware or hardware failure.
Episode 6
Tax-season readiness and staff training
Preparing your team for the busiest and riskiest months of the year: phishing simulations, sign-in security, and the settings to tighten before January.
Episodes 8, 9
About The Firm Ground™
The Firm Ground™ is produced and presented by Verito Inc, a cloud hosting and managed IT provider that has served tax and accounting firms since 2016. The series exists because most practice management advice skips the technical side of running a firm. Episodes fill that gap with plain-language instruction firm owners can act on the same day.
New episodes are published on the Verito YouTube channel and added to this page. Watching is free and no registration is required.
More about Verito
Jatin Narang
Host. CEO, Verito
Jatin founded Verito to give tax and accounting firms the security and support that larger companies take for granted. He works with firm owners every week on hosting, cybersecurity, and compliance, and brings those conversations to each episode.
Connect on LinkedInThe Firm Ground™ FAQ
Common questions about the series.
Want help putting an episode into practice?
Verito's specialists work with tax and accounting firms on the exact topics covered in The Firm Ground™: secure hosting, managed IT, and compliance.
Free to watch | New episodes every few weeks | Presented by Verito