Data and information management

Plus, Pipe launches AI agents for small biz; Wolters Kluwer divests its Finance, Risk and Regulatory Reporting unit; and other accounting tech news.

Plus, the agentic future of customer service and support; CEOs have mixed results with AI and cybersecurity; and upgrades to Microsoft Teams.

Don't risk everything you've built for a short-term saving on a template. In today's world, that's the difference between surviving and thriving.

The VeritShield service offering is designed to help firms actively build and maintain a Written Information Security Program as required by the IRS.

The IRS is warning tax professionals about a host of new and resurgent fraud schemes.

Plus, FileAI announces V2 platform launch; Foxit launches PDF and Document Workflow APIs; and other accounting tech updates.

The Top 25 Firm plans to launch a data warehouse service for smaller organizations this year and has been using AI to develop some of its rollout strategies.

Just because a company claims it keeps your client data private does not necessarily mean it's true, according to K2's Randy Johnston.

Top 100 Firm Prager Metis CPAs partnered with Kearns Technology Inc. to launch a digital solutions company called PM IT Services.

Plus, Foxit adds 40 integrations for document management; Deloitte and SailPoint expand collaboration on identity management; and other tech news.

Document security in accounting encompasses protocols for safeguarding records against unauthorized access, data breaches and loss.

Accounting solutions platform Sage's products will have a new "AI Trust Label" to provide customers information on how AI functions across its product line.

Big Four firm PwC announced it can now provide assurance on AI systems to see if they've been designed and operated responsibly.

Despite security enhancements from Microsoft, CPA firms are likely to disable the controversial Recall feature in Windows 11, which uses AI to create a precise record of user activity.

Plus, faking resumes with AI, the return of Microsoft's Recall, and seven other developments in technology.

Artificial intelligence has led tech-forward firms to be more efficient and productive, but firms have found it still struggles with precision and accuracy.

It remains unclear why the companies struck the deal without an IRS purchase, but Carahsoft previously said it stands by the cybersecurity tech transaction.

Tech-forward accounting firms have devoted considerable time and resources toward improving client onboarding, cybersecurity and AI tools.