Technology & Information Management

5 Steps to Protect Client Data
 

5 Steps to Protect Client Data

Posted: August 23, 2019
Despite major progress against identity and data theft, these threats still happen. This checklist includes things tax pros can do now to prevent and recognize data theft and steps to follow if they do experience a data breach.

Tax Pros: Be Aware of Risks Posed by Phishing Emails
 

Tax Pros: Be Aware of Risks Posed by Phishing Emails

Posted: August 1, 2019
The IRS, states and tax industry partners warn tax professionals to beware of the continuing threat of phishing emails, which remain the most common tactic used by cybercriminals to steal sensitive data.


How Small Accounting Firms Can Keep Up With Technology
 

How Small Accounting Firms Can Keep Up With Technology

Posted: November 20, 2018
The rise of technology has played a leading role in the reformation of the accounting profession. Due to advances in technology, firms are able to provide more services to clients at a faster speed. Find out the best way to keep up.


Creating an IT Plan for 2019
 

Creating an IT Plan for 2019

Posted: November 13, 2018
Accountants are known for reviewing budgets and fiscal planning before a new year begins, but sometimes they forget that a similar rule should apply to their information technology (IT) structure. Pay attention to your IT plan now or risk playing catchup in 2019.

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  • Gallagher Bollinger
    Gallagher Affinity provides cyber risk insurance, dental insurance, vision insurance, and group legal and identify theft coverage.   
  • Netgain
    Netgain's IT Cloud is the premier solution for CPA firms requiring stringent security protocols and optimized application hosting inside a robust IT environment.