Keeping client information safe in an age of scams and security threats

Sponsored by: Bloomberg BNA, PresentationFolders.com, Sage, Thomson Reuters

This report aims to evaluate the potential risks tax preparers will face during the next busy season. Learn how to combat widespread phishing schemes, guard against phone scams by ferreting out scammers, and secure and protect your clients' personal and financial data. Please fill out this form to instantly receive the report PDF at the email you enter below. By filling out this form you agree to be contacted by our trusted sponsors. (Privacy policy)

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VIDEO

Excel walk-through: Sparklines

Want to liven up your spreadsheets with some color and graphical elements? Kelly L. Williams, CPA, Ph.D., shows how to use Excel sparklines, which illustrate data trends and patterns via small charts that fit in a single Excel cell.

PODCAST

What’s next for potential CPA licensure changes

A new model proposed by NASBA and the AICPA is designed with an eye on the future for newly licensed CPAs. The AICPA's Carl Mayes, CPA, provides background on the project and a look ahead to 2020.