What Every CPA Firm Needs to Know About the FTC Safeguards Rule
Stay Compliant, Protect Client Data, and Avoid Regulatory Fines If you’re leading an accounting firm with six or more employees, chances are you’re handling sensitive financial data daily—client tax records, Social Security numbers, banking details, and more. That makes your firm a prime target for cybercriminals—and puts you squarely in the crosshairs of the FTC Safeguards Rule. ...
Why Every CPA at Your Firm Should Be Using Dual Monitors
Increase Productivity, Reduce Errors, and Support FTC Compliance If your accounting firm is still using single-monitor setups, you’re leaving serious productivity—and potentially compliance—on the table. At CD Technology, we help CPA firms across Tennessee modernize their IT environment for maximum efficiency and security. And one of the simplest upgrades you can make right now? ...
5 Technology Tips to Instantly Improve Your Accounting Firm
Boost Efficiency, Strengthen Security, and Enhance Client Experience As a CPA firm leader, you don’t have time to chase trends—you need solutions that make a difference right now. Whether you’re managing a growing team, preparing for tax season, or navigating compliance requirements, the right technology can help you streamline operations, reduce risk, and wow your clients. ...
Why Technology Due Diligence Matters in CPA Firm Mergers
Merging two firms often means merging two very different tech environments. From client portals to data storage, software platforms to cybersecurity—IT alignment isn’t optional. It’s essential. Here are the top tech considerations you should audit before and during a merger or acquisition ...
