Data Security

New Year needs a new Employee Policy for AI

OK, we’re starting a new year and many firms are having employees sign an annual acknowledgement to firm policies. This year, we’re adding an AI & ChatGPT usage policy for our employees. Yes, I used ChatGPT to create this policy, but it took a few iterations and I pieced together different elements from different iterations. […]

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Treasury IRS letter to CCH

9/24/2020 Wolters Kluwer Update about CCH 9-15-2020 Efling Situation

The tax professionals who use the Wolters Kluwer CCH Axcess and CCH ProSystem fx Tax programs received some great news. As you might remember, the efile system that both of these programs use went down on the afternoon of September 15, 2020. It turns out, that is a huge tax deadline so it was more

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Wolters Kluwer CCH responds to September 15th “Efiling Situation”

Yesterday was the September 15, 2020, tax deadline for extended partnerships and s-corporation returns that are filed on Forms 1065 and 1120-S. During the afternoon yesterday, the efile system for the Wolters Kluwer CCH Axcess system went down. It was a complete outage. I’m writing my own post about our experience and thoughts, but I

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Equifax Data Breach Settlement – what you need to know and do

Hopefully you’ve heard on the news that there is now a formal settlement for the 2017 data breach of Equifax. This settlement is huge, and $425 million of the settlement is earmarked for individuals affected by the breach. (Jump to the conclusion section for my recommendations) Background Back in 2017, Equifax had a huge data

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