September 11, 2026
Choosing practice management software: the security questions that matter
The platform that will hold every client record deserves more scrutiny than the sales demo gave it. Here are the questions to ask before you sign.
September 9, 2026
Stop emailing client files: secure exchange for professional practices
Tax documents and case files still travel as email attachments. Here is how a 5 to 50 person practice standardizes one secure channel without losing clients along the way.
May 29, 2026
Accounting firm cybersecurity, IRS Pub 4557 and the FTC Safeguards Rule
What the IRS expects in a Written Information Security Plan, the nine elements the revised FTC Safeguards Rule actually requires and how the new 30-day breach notification rule changed the operational picture for tax preparers and accounting firms.
May 5, 2026
Walking through a customer security questionnaire, section by section
What enterprise customers are actually measuring when they send a vendor security questionnaire, and how to answer each section without overpromising or underselling.
April 20, 2026
Law firm data protection, matter segregation and encryption practices
The practical data protection obligations a modern law firm carries, from client confidentiality and matter segregation to encryption, access controls and the new wave of enterprise-client security requirements.
April 20, 2026
Insurance agency IT, what your carrier expects from YOU
The cybersecurity and IT expectations insurance carriers, E&O underwriters and state regulators increasingly place on independent insurance agencies, and how an agency should actually comply.