Tax Needs Digital-Age Toolsets for Digital-Age Problems
Tax Tech

Tax Needs Digital-Age Toolsets for Digital-Age Problems

The tide turned during the pandemic. Flood gates are buckling as it becomes clear that the need for action around technology and digitalization is now urgent and imperative. We see it happening across our contacts and network, and the big service providers, speciali... Geoff Peck

Cyber Insurance for Enrolled Agents
Tax Tech

Cyber Insurance for Enrolled Agents

Enrolled agents (EAs) must have custody of client personal and financial information in order to provide the services that their clients require. Allowing some of that information to fall into the wrong hands can result in both financial and reputational harm to the...

Data and Network Security Risks Relating to the Coronavirus Outbreak and Response
Tax Tech

Data and Network Security Risks Relating to the Coronavirus Outbreak and Response

In their response to the coronavirus outbreak, employees and other stakeholders will begin remote work and there is increased pressure on an organization’s cybersecurity risk management. A likely derivative effect of the outbreak, lower in priority but still significant, is increased pressure ... John Doernberg

Remote Work for Enrolled Agents: How to Increase Productivity and Protect Client Data
Practice Builder

Remote Work for Enrolled Agents: How to Increase Productivity and Protect Client Data

Making the change to work from a home office presents unique challenges for enrolled agents (EAs) and other tax professionals. However, adopting a few key best practices and utilizing the right tools can help you boost productivity, maintain work-life balance, and ensure ... David McKeegan, EA

How AP Automation Puts the Smart in Smart Data Extraction
Tax Tech

How AP Automation Puts the Smart in Smart Data Extraction

When it comes to invoice and payment processing (AP) automation, there is a lot of reference to optical character recognition (OCR). It is a buzzword that accounting professionals have likely heard about. What is it exactly? Optical character reco... Laurent Charpentier

Peace of Mind: Technology Security and Your Enrolled Agent Community
Expert Notes

Peace of Mind: Technology Security and Your Enrolled Agent Community

As an enrolled agent of some years, I began practicing when all you needed was your certification, a calculator, green columnar paper, blank tax forms – and clients. But the practice of tax professionals has altered so dramatically that we simply cannot ... Vicki Ferrantello, EA, NTPI Fellow®

NAEA’s Cyber-insurance Program
Tax Tech

NAEA’s Cyber-insurance Program

This article introduces the coverage within the cyber-liability policy offered to the NAEA membership. The policy is supported by Lloyds of London utilizing a London managing general underwriter (CFC), and a U.S. domestic surplus lines broker (Evolve) and offered through The Arrow Group locate... The Arrow Group