Resource Center
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AI for CPA Firms: Practical Applications and Best Practices
AI adoption in CPA firms is shifting from curiosity to practical application. As firms explore how AI fits into their operations, understanding different approaches to implementation is critical. From automation…
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Demystifying AI: What CPA Firms Need to Know
AI is no longer a futuristic concept—it’s here, and organizations are already finding ways to integrate it into their daily operations. For CPAs, AI presents both opportunities and challenges, sparking…
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The Overlooked Role of CPA IT Leadership in Private Equity Acquisitions
Private equity (PE) is reshaping the accounting industry, injecting capital into CPA firms at an unprecedented rate. While these investments open doors to growth, scalability and operational efficiencies, they also…
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6 Cybersecurity Tips for CPA Firms in 2025
Cybersecurity is no longer a back-office concern for CPA firms—it’s a business-critical priority. As cyberattacks become more sophisticated, protecting client data and maintaining compliance with industry regulations are essential for…
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Resilient IT, Resilient Firms: Preparing CPA Firms for Tax Season and Beyond
Tax season can be a stressful time for CPA firms, stretching IT systems and operations to their limits. As client demands increase and workloads pile up, having the flexibility to…
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How CPA Firms Can Protect Themselves from Business Email Compromise
Cybercriminals are increasingly targeting CPA and accounting firms through business email compromise (BEC)—a sophisticated cyberattack that leverages trust and routine processes to exploit financial and sensitive data. Unlike traditional phishing…
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How CPA Firms Can Prepare for the Upcoming Busy Tax Season
As tax season approaches, CPA firms face unique, but not new challenges. Proper preparation is key to maximizing efficiency, staying compliant and delivering exceptional client service. In this post, we’ll…
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2024’s Top Tech Trends for CPA Firms & What’s Next for 2025
As we close out 2024, one thing is clear: the role of technology in accounting isn’t slowing down—it’s only gaining momentum. From the transformative impact of AI to cyber security…
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Cybersecurity Awareness Month 2024: Securing Your Business with Advanced Security Solutions
October marks Cybersecurity Awareness Month, an initiative led by the Cybersecurity & Infrastructure Security Agency (CISA) to raise awareness and promote best practices for staying safe online. Now in its…
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Strengthening Your CPA Firm’s Defense: Why a Written Information Security Plan (WISP) is Essential
CPA and accounting firms face growing threats from cyber attacks and data breaches. As firms handle sensitive financial data and personal client information, it’s crucial to implement a strong defense.…
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Driving Innovation and Growth: Insights from the 2024 Boomer Circle Summit
The 2024 Boomer Circle Summit was a whirlwind of insightful discussions, groundbreaking ideas, and a celebration of innovation within the accounting industry.
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Preparing for the Upcoming Tax Season – IRS 4557 Updates
As the busy season approaches, CPA firms are gearing up to manage an influx of client data and tax returns. But while handling this surge in activity, it’s crucial to…