Cybersecurity
Cybersecurity for CPA firms — IRS Pub 4557, WISP requirements, MFA, encrypted file sharing, SOC 2, and what to demand from vendors.
2 articles on this topic.
SOC 2 Compliance for CPA Firms: What It Is and Why Clients Care
SOC 2 Compliance for CPA Firms: What It Is and Why Clients Care
SOC 2 compliance is no longer just a checkbox for enterprise SaaS vendors — sophisticated CPA clients are asking about it, and firms that can demonstrate verified data security win engagements that others lose. This guide breaks down what SOC 2 actually means for your practice, how it fits with IRS Publication 4557 and your WISP obligations, what Type II certification costs and takes, and how to use it as a competitive differentiator when pitching high-net-worth and mid-market clients.
NACHA Phase 2 Compliance: What CPA Firms Managing ACH Payments Must Do Now
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.