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What Is Device Code Phishing? A New Identity Risk for CPA Firms
An account is compromised. But when your IT team starts retracing what happened, the usual phishing story doesn’t quite fit. The employee didn’t type a password into an obviously fake…
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AI for CPA Firms: Where It’s Actually Working and What Comes Next
A year ago, many conversations about AI for CPA firms still started with the same basic question: What can we actually do with this? That question is quickly being replaced…
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Technical Debt in CPA Firms: The Costs That Never Appear in the IT Budget
Nobody approves a budget line called technical debt. Nevertheless, it accumulates 20 minutes at a time: a manager reconciling two reports, an associate re-entering client data and an IT leader…
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AI Governance for CPA Firms: Closing the Gaps Your Current Policies Don’t Cover
Most CPA firms already have policies for data security, acceptable use, vendor management, incident response and client confidentiality. Many also have a Written Information Security Plan, or WISP, that outlines…
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CPA Firms Need More Than MFA for Microsoft 365 Security
Most CPA firms rely on multi-factor authentication as the primary safeguard for Microsoft 365. That made sense a few years ago. Today, it’s no longer enough. Business email compromise (BEC)…
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Why Data, Not Budget, Is Slowing AI Adoption in CPA Firms
Most CPA firms are not struggling to access AI. They are struggling to use it in a way that actually changes how work gets done. Over the past year, firms…
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Netgain Accepted into BDO Alliance USA Vendor Marketing Program to Expand Access to Secure Technology and AI for CPA Firms
Alliance member firms can access Azure-based managed IT, 24/7 cybersecurity operations and AI expertise Minnetonka, MN – Feb. 24, 2026 – CPA firms face increasing pressure to strengthen their technology environments, defend against…
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You Already Have AI Governance. It’s Just Not Working the Way You Think.
With or without a formal AI policy, every CPA firm is already making AI decisions. This article is about recognizing that reality and understanding why unclear governance quietly stalls AI…
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A Practical AI Timeline for CPA Firms During Busy Season
When CPA firms struggle with AI during busy season, it’s rarely because the technology failed. More often, decisions were made too late, under too much pressure, or without clear ownership.…
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AI Mistakes and Guardrails Every CPA Firm Needs During Busy Season
Once AI is in use, even in limited ways, the conversation shifts quickly. It is no longer about whether AI can help. It is about how easily it can create…
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Where AI Can Actually Help CPA Firms During Busy Season
Once firms align on why AI needs a different approach during busy season, the next question is inevitable. Where can it actually help? The answer is not everywhere, and that’s…
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The CPA Roll-Up’s AI Window, Part 2: The AI Arbitrage – Why the Window Hasn’t Closed (Yet)
If AI is the catalyst for the next breakout accounting platform, why hasn’t anyone built the unicorn yet? After dozens of private equity deals since 2020 and nearly every firm…
