Articles & Guides
ChatGPT Chat vs. Work vs. Agents vs. Dots: What’s the Difference?
Compare ChatGPT Chat, Work, workspace agents, dots, Claude Cowork, and AI in other software. Understand the differences and when to use each.
The Tax-Season Rush Was Over. The Cyber Risk Wasn’t.
A CPA’s account of a breach raises three questions about security coverage, failed protection, and what cyber insurance would provide when an incident occurs.
Your Firm’s AI Use May Be Moving Faster Than Your Controls
A managing partner does not need to approve a new AI platform for AI risk to enter the firm. A staff member pastes a client email into an AI tool to clean up the wording. A CAS manager uses AI to...
Your Firm May Be Protected. Your Vendors May Still Expose You
The Breach May Not Start With You — But Your Client Will Still Call You A firm can do many things right and still find itself exposed. You may have MFA. You may have endpoint protection. You may...
Having IT Support Is Not the Same as Proving Client Data Is Protected
A 90-person CPA and CAS firm can look well covered from the outside. It has an IT provider. It has security tools. It has Microsoft 365 controls. It has backups. It may even have someone internal...
Cybersecurity for Accountants: Protecting Sensitive Client and Company Data
Accounting firms are prime targets for cyberattacks due to the sensitive data they hold. Bad actors want access to this data and are developing increasingly sophisticated technology to...
Understanding the Cloud: A Guide for Businesses Transitioning to Cloud Solutions
The business world is undergoing a rapid digital transformation, and cloud computing is at the forefront of this change. According to a recent report by Gartner, worldwide end-user spending on cloud...
Understanding Vendor and Asset Management: Streamlining Your IT Operations for Success
Managing vendors and assets efficiently is paramount to operational success. However, with the fast pace of IT operations, this can feel like an uphill battle. Disparate systems, disorganized...
Streamlining Accounting Processes with Cloud-Based Solutions: Enhancing Efficiency and Accuracy
Streamlining Accounting Processes With Cloud-Based Solutions: Enhancing Efficiency and Accuracy With cloud computing, businesses can enhance their efficiency and accuracy — both of which are crucial...
The Rise of Cyber Threats: Trends and Predictions for 2025 and Beyond
As the world becomes increasingly digital, the prevalence of cyber threats continues to rise at an alarming rate. Organizations across all industries face a constantly evolving landscape of...
Quick Self-Check
Answer seven questions about how cybersecurity is managed at your firm. Your result reflects your answers; it is not a technical validation.