Tax Pro Series Introduction

Hello E.A.’s and Tax Preparation Pros.  This is the first installment of What you didn’t know you should know about securing your practice to meet IRS and NIST guidelines. Let’s first review some of the documents both agencies have released to guide us in meeting...
Forgotten Password

Forgotten Password

Ring! Ring!   Me: I.T. Department, this is Daniel.  How can I help you?  Caller:  I can’t log into my computer.  Me: OK.  How can I help you?  Caller: Help me log into my computer!  Me: OK.   Let’s back up a couple of steps.  I’m Daniel.  Who are you?  Caller:...
A lesson on internet security

A lesson on internet security

Ring! Ring! Me: I.T. Depar….  Caller: Hey, Dan?  This is Terry.  Me: Hello, Terry.   What can I do for you, today?  Terry: My wife just bought a new computer.  From Amazon.  It comes with McAfee Security or something like that.  Do we even NEED an internet security...
Unrealistic Expectations

Unrealistic Expectations

Ring! Ring!   Me: I.T. Department, this is Daniel.  Caller: Hello, Daniel?    Me: Yes, this is Daniel.  How can I help you?  Caller: Hi, Daniel.  This is Melanie with <Large National Services Provider>  Me: Good morning, Melanie.  Melanie: Oh. Good...