Industry
Compliance
AccountingIRS written information security plan
AI training for accountants should start with verification. Here is how to sort tasks by risk, review AI-assisted work and meet what Circular 230, SQMS No. 1 and the Safeguards Rule expect, with steps to take this quarter.
Law FirmsCCPA
Is ChatGPT confidential enough for settlement work? Not for trust account data. How law firms keep account numbers, settlement figures and wire instructions out of AI prompts with a no-prompt list, placeholders and DLP.
Accounting
AI tools produce confident answers that can be wrong. A practical guide to AI output validation for CPA firms: which checks fit which output, an eight-step routine, and what the engagement file should show.
Financial ServicesSEC Regulation S-P
Before an AI tool sees client data, someone has to read what the vendor keeps and whether it trains on it. An AI vendor due diligence checklist for RIAs and broker-dealers: where those terms live, what they should say and how to document the review for a Reg S-P exam.
Law Firms
Windows Server 2016 support ends January 12, 2027. If your document management system still runs on it, here is what changes, what California's ethics rules expect, and how to plan a law firm document management migration or buy time.
Non-ProfitCCPA
Windows Server for nonprofits is no longer a free donation in most countries, and Windows Server 2016 support ends January 12, 2027. How to inventory, budget for and retire a donated server on time.
AECNIST SP 800-171
Windows Server 2016 loses support on January 12, 2027. How AEC firms can migrate a file server to the cloud without breaking Revit and AutoCAD workflows, when ESUs make sense as a bridge, and the DFARS rules for defense work.
AccountingFTC Safeguards Rule
Windows Server 2016 reaches end of life on January 12, 2027, weeks before busy season. What that means for the closet server running your tax software, which vendors still support it, and how to move before returns start.
CMMC
Zero trust access and VDI can take laptops out of CMMC Level 2 scope, but only when CUI never lands on them. Here is what 32 CFR 170.19 says, what stays in scope, and what to set up this quarter.
Law Firms
When a matter needs client consent for AI, what the client has to hear, why engagement letter boilerplate falls short, and a step-by-step process California law firms can follow and document.
Law Firms
Settlement payouts are where a compromised mailbox turns into a lost wire. Here is what California's trust account rule, State Bar guidance and other bars' ethics opinions say, and the verification steps that stop a misdirected payment.
Law Firms
Classic eDiscovery is gone, Teams spreads matter content across mailboxes and OneDrive, and holds take time to apply. How law firms can get a Microsoft 365 litigation hold right before the next matter.
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