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Practical Resources to Strengthen IT, Support Compliance and Drive Growth

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Actionable guidance and expert perspectives to help your firm make smarter IT decisions.

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…
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