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News
When a client's mailbox is sending fake invoices, the password reset is only the beginning
6+ day, 12+ hour ago (188+ words) Sooner or later a practitioner gets the call. A client's vendors, or the client's own customers, are receiving invoices and payment-change requests from an address inside the client's company, and nobody there sent them. The messages read correctly. They reference…...
Statement on Proposed Rescission of Rule 206(4)-5 under the Investment Advisers Act
1+ week, 3+ day ago (399+ words) Commissioner Mark T. Uyeda Official websites use.gov Secure.gov websites use HTTPS More in this Section Statement on Proposed Rescission of Rule 206(4)-5 under the Investment Advisers Act Sixteen years ago, the Commission adopted Rule 206(4)-5 under the Investment Advisers Act (“Advisers…...
Using AI to decode client behavior
1+ week, 4+ day ago (813+ words) AI bots like ChatGPT are already widely used for drafting personalized emails, engagement letters, proposals and other client-facing content. But when used strategically, they can help CPA firms analyze client feedback, identify recurring concerns, understand changing expectations and spot patterns…...
Right-sizing risk management
1+ mon, 1+ week ago (522+ words) Review practical tips for small firms and sole practitioners to right-size the building blocks of risk management: acceptance, billing, communication, documentation, and engagement letters — to help avoid disputes and malpractice claims....