Cybersecurity

Cybersecurity for CPA firms — IRS Pub 4557, WISP requirements, MFA, encrypted file sharing, SOC 2, and what to demand from vendors.

1 article on this topic.

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NACHA Phase 2 Compliance: What CPA Firms Managing ACH Payments Must Do Now

NACHA Phase 2 compliance is not optional for CPA firms collecting ACH payments from clients. This action guide walks through exactly what must change in your engagement letters, payment processor configuration, and account validation workflows — before the deadline catches you unprepared.

13 min