Tech Guru
Resources

Guides for the accounting firms of the future.

Plain-spoken articles on AI, security, and building a more profitable firm. Written for firm owners and partners, not for IT people.

Free tools

The documents your firm gets asked for, written for your firm.

Answer a short set of questions and download the result as a Word document. No sign-up, and your answers never leave your browser. Built by the technology department for accounting firms.

Generator

WISP generator

A written information security plan for your firm.

Open the tool → Generator

AI acceptable use policy generator

Approved tools, data rules, Section 7216, human review.

Open the tool → Generator

Incident response playbook generator

The plan for your worst day, with the phone numbers on one page.

Open the tool → Builder

Section 7216 consent builder

The right consent form for each situation, mandatory statements verbatim.

Open the tool → Planner

Busy season readiness planner

Every pre-season task, dated back from your start date.

Open the tool → Scorer

Acquisition due diligence scorer

Score a target firm’s technology before you buy it.

Open the tool → Map

Technology modernization map

Where each application should run, and the order of moves.

Open the tool → Check

Journey check

Where your firm is on the two-year road, and the next three moves.

Open the tool → Self-assessment

Security Readiness Score

Ten questions against the Safeguards Rule. An instant grade.

Open the tool →

All the free tools, in one place →

AI and automation

Where AI actually helps a firm, and how to adopt it without putting client data at risk.

A practical guide to AI adoption for accounting firms

Where AI actually helps, the guardrails taxpayer data demands, and a crawl-walk-run path.

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The future of the accounting profession in a world of evolving AI

AI compresses production work and raises the value of judgment. What that means for your firm.

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Where AI will actually live in your firm's tech stack

Generalist assistants, AI inside the apps you own, and connectors. What to adopt, in what order.

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Ways accounting firms are putting Claude to work

Concrete, conservative uses for an AI assistant in a CPA practice, limits included.

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Turn client documents into structured data, without retyping anything

The document chase is your least billable work. Here is how AI closes the gap OCR left open.

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How to automate transaction reconciliations

Bank rules, matching, and exception-first review, so people check what matters and skip the rest.

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Run a better firm

Higher margins, services clients value, and a team you can hire anywhere.

Moving clients from QuickBooks Desktop to QuickBooks Online: why now

Desktop support is sunsetting. What breaks, how to migrate cleanly, and how to talk to clients.

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Value-add services your clients will pay for, starting with cash flow forecasts

Compliance is priced like a commodity. Advisory is not. Start with the forecast every client wants.

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How to hire overseas talent and equip them with secure computers

Global hiring works when the security baseline, the device, and day one are handled.

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Acquiring a firm? Audit the technology like you audit the books

Inherited tech debt and unknown breaches quietly degrade deal ROI. The questionnaire we use in real deals. Free download.

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Security and compliance

The rules your firm lives under, in plain language, and how to actually meet them.

The ask is the attack: what threat actors want your team to do this busy season

Attackers stopped breaking in and started asking. The five asks your staff will meet before April, and the rule for each.

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Passkeys are coming to your Microsoft 365 sign-in

Text codes retire February 1, 2027, mid busy season. What a passkey is, why phishing fails against it, and the rollout plan.

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Your WISP: what's required, and how to get started

What the rule expects, why most WISPs fail, and our template to start from. Free download.

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FTC Safeguards and Section 7216: what firms commonly get wrong

The misconceptions we hear most, from "we are too small" to "our software vendor covers us."

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Why every firm should take Section 7216 seriously, even with zero overseas staff

Your stack is the cloud, so tax return information already touches third parties. Act like it.

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The accounting firm of the future. Let's build yours.

See what your firm looks like with technology fully leveraged. Book a 30-minute discovery call with our team.

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