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Ways for Accountants to Regularly Monitor and Test the Information Security Program (ISP)
Get the complete guide on Accountant Compliance Made Easy: FTC Safeguards Checklist The Federal Trade Commission (FTC) Safeguards Rule requires that businesses establish and maintain an information security program (ISP) to protect sensitive customer information. This means that accountants, who often handle sensitive financial information, must be diligent in monitoring and testing their ISP to […]
FTC Safeguards Rule – How to Choose a Qualified Professional
With the 2023 FTC Safeguards Rule one of the new requirements is to designate a qualified professional to handle everything related to the ISP (Information Security Program). We will explore how to qualify, and choose the right person / organization to do the job. As a accountant you must designate someone or a vendor […]
DIY WISP
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A Step by Step Guide to Implementing a Written Information Security Program Template For Tax Preparers
Introduction The written information security program template is a document that outlines the security controls and policies of the organization. The IRS has starting requiring that in order to renew a PTIN that all tax preparers must have a data security plan in place showing how they safeguard taxpayer data. The template should be customized […]
Email Scams Every Accountant Should Protect Against
Running an accounting firm keeps you busy, and you probably don’t spend much time thinking about cybersecurity or fraud on a daily basis. However, scammers can target any business — including accounting firms — and if you’re not informed about what a scam attempt looks like, you could easily fall victim to fraud or hand […]
Technology in accounting – a chat with Chase Vowell
On this episode of the Tech Talk for Accountants Show, Andrew Lassise chats with Chase Vowell, Chief Accountant at Flux Accounting. They discuss technology in accounting. You can listen wherever you listen to podcasts, watch on YouTube, or listen and read below. About Chase Vowell and Flux Accounting Flux Accounting was started around 2017 when […]
The Intuit ecosystem and building community in the accounting world

Andrew Lassise is joined by Richard Roppa-Roberts on this podcast episode. They discuss the community of the intuit ecosystem.
What’s a password manager and how does a password manager work?
Easily managing all of your sign-in information securely is one of the main benefits of a password manager. We all have a tendency to reuse the same passwords and let our guard down for websites which we deem to be unimportant for our cybersecurity. On banking websites we might be on our best behavior but […]
Don’t miss these computer updates and avoid data breaches
Making sure your computer updates are done regularly is a large component of cybersecurity. Good software developers regularly send out updates for their software. These computer updates can be: to patch bugs improve overall performance lockdown any potential security exploits. Your computer’s operating system is the foundation that the rest of the computer’s software is […]