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In today’s digital world, keeping your accounting firm secure isn’t just about locking office doors—it's about protecting your accounting data. While physical break-ins leave obvious signs, cyber threats often go unnoticed until it’s too late. Instead of stolen filing cabinets, firms now face data breaches, phishing scams and ransomware attacks…
Jamie Dougherty | 21/03/2025 | 4 min read
Lacy Magby and Kevin Sharma brought together Shawn Drourr and Jodee Paape to help share their experience and discuss how they make tax season stress free with IRIS Document Management Solutions. If you could not attend, here is a summary of the great insights you missed. 1. Retention Retention is…
Jamie Dougherty | 17/03/2023 | 3 min read
Documents are the lifeblood of the accounting industry and manual processes are no longer sufficient. Whether you are working towards digitization, managing digital documentation, or trying to get a handle on the mountain of paperwork near your filing cabinets, client documents can go missing more often than we think. In…
Jamie Dougherty | 07/03/2023 | 3 min read
Over the last decade, the adoption of cloud bookkeeping software has threatened the value proposition of accountants. These tools are easy to use and require little knowledge of accounting concepts. This has led to the commodification of bookkeeping, with tools driving down the cost of services and an expectation of…
Jamie Dougherty | 19/04/2022 | 5 min read
Cloud accounting solutions have revolutionized the way accountants work, bringing efficiency, flexibility, and improved client service to the forefront. But what exactly is cloud accounting? Cloud accounting is essentially the use of cloud-based software to manage financial tasks such as bookkeeping, tax preparation, payroll, and reporting. Instead of relying on…
Jamie Dougherty | 21/03/2022 | 8 min read
As restrictions have lifted, CPA firms are welcoming workforces back into their offices in some form or another. This is leading to a multitude of questions on office re-introduction strategies which frankly, are now being over-analyzed and answers over-complicated. I’d argue practices should avoid asking too many questions. What we…
Jamie Dougherty | 18/02/2022 | 4 min read
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