tech and fintech
cybersecurity exemptions for orgs with less than 5,000 clients
congress: tax prep companies shared private data with google, meta for years
safe harbor compliance reduces risk of fines and penalties
protect your clients–and your firm–by being proactive.
by donny shimamoto
cybersecurity for accountants
the three best project management apps to control workflow
the first police officer on the scene might be a drone
getting real: accounting tech decisions you need to make today
accounting tech doesn’t have to be daunting
generative ai: should you avoid it or adopt it?
how to match cas clients to technology
the key: once data is created, don’t re-create it.
by hitendra patil
client accounting services: the definitive success guide
organize meetings to save time and stress
unleashing the power of technology: transforming accountants into trusted advisors
imagine the possibilities.
by donny shimamoto
the center for accounting transformation
the smartest route to advisory:
join the survey. get the roadmap