Accounting Firm IT & Cybersecurity

Most security problems inside CPA firms don’t begin with sophisticated hackers. They begin with good people under pressure. During busy season, helpful staff take shortcuts to meet deadlines, unknowingly creating Shadow IT, visibility gaps, and compliance risk. This guide explains why locking systems down fails, how guardrails work better than restrictions, and what leadership must redesign to protect client data without slowing productivity.

Many CPA firms believe they are compliant, but struggle when asked to prove it. Insurance renewals, IRS questions, and client security requests often expose documentation gaps. This article breaks down what IRS Pub 4557 really expects, why security alone is not enough, and how CPA firms can reduce compliance anxiety by building simple, repeatable proof without overcomplicating IT.

Accounting firms are facing major technology changes in 2026. New FTC Safeguards rules, IRS Form 4557 updates, and rising cyber threats are forcing CPAs to rethink how they work. This article highlights five key tech shifts reshaping accounting today, from secure AI automation and data analytics to cloud collaboration and stronger cybersecurity. Learn how forward-thinking firms are staying compliant, efficient, and ready for what’s next.

CPA firms run on trust, precision, and deadlines. IT issues can quietly drain time, money, and client confidence. From downtime to weak cybersecurity, these problems hurt more than you think. Our free ebook reveals the 10 most common IT challenges CPA firms face and how to fix them. Download it today and future-proof your practice.

An IRS audit tests more than accounting — it tests your operations. Learn 3 IT steps CPAs can take to be audit-ready year-round, from secure data storage to retrieval drills, so you can respond quickly and protect client trust.

Phishing scams are targeting CPAs more than ever, especially during tax season. Learn 3 ways to protect client data — from advanced email filtering to verification protocols — and stop cybercriminals before they get in.

Tax season is open season for hackers. Learn 3 ways accounting firms can protect client tax data — from phishing protection to patching — and keep both the IRS and your clients happy during the busiest months of the year.