Safeguarding Client Data: IRS Pub 4557 WISP

Security Risks Update - August 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the current security and technology risks that accounting, tax, and other financial firms face.

Review of Microsoft Copilot

Technologists Randy Johnston and Brian Tankersley, CPA, discuss Microsoft Copilot [https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/introducing-microsoft-365-copilot-a-whole-new-way-to-work/], an AI-powered tool that combines the power of large language models (LLMs) with your data in the Microsoft Graph—your calendar, emails, chats, documents, meetings, and more.

Accounting Automation with Guest Jason Richelson of Bookkeep

Technologists Randy Johnston and Brian Tankersley, CPA, discuss accounting automation tech with the co-founder of Bookkeep, Jason Richelson.

Safeguarding Client Data: IRS Pub 4557 WISP

Technologists Randy Johnston and Brian Tankersley, CPA, discuss client data security and the new FTC Safeguards Rule: IRS Pub 4557 (aka WISP).

The Technology Accounting Firms Use: AFOT Survey 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the 2023 Accounting Firm Operations and Technology Survey (AFOT).