Protexure Accountants Blog

5 Reasons Tax Preparers Need Professional Liability Insurance

Many tax preparers love what they do. They enjoy the challenge of learning tax law and then applying that law to different scenarios. They're also devoted to helping clients. The assistance they[...]

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Published In: Professional Liability Insurance

How is Accountants Professional Liability Insurance Premium Determined

I’ve received numerous phone calls from accounting professionals over the years inquiring about pricing for their accountants professional liability insurance. I’ve heard one question over and[...]

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Published In: Professional Liability Insurance

6 Accounting Apps All Accountants Should Be Using

Technology has taken over the accounting profession. And, hold on, there's even more to come. A few short years ago, we didn't even know what an "app" was. (Most of us knew the term by its longer,[...]

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Published In: Technology, Small CPA Firms, Practice Management

Why Accountants Need to Care About AI and Blockchain Technology

While social media and cloud computing have been the technology wave of the last decade, a new wave appears to be in the making. And this new wave, artificial intelligence (AI) and blockchain [...]

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Published In: Technology, Small CPA Firms

Everything a Small Accounting Firm Needs To Know About The Cloud

Cloud-based accounting solutions are here in a big way. Technology in this area has evolved significantly over the last several years. Even people's comfort level with keeping both applications[...]

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Published In: Technology, Risk Management

Protexure Accountants Launches Risk Management Assessment Tool

 At Protexure Accountants, we’re committed to providing CPAs access to the best resources in the marketplace for assessing and managing their professional liability risk. That’s why we are excited[...]

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Published In: Professional Liability Insurance

How To Use Technology to Avoid Accounting Malpractice Claims

Whenever there's a significant data breach, it's always huge news. Think Equifax and Target, to name two. Breaches like those can scare people away from technology. And, artificial intelligence[...]

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Published In: Risk Management, Technology

5 Stellar Communication Strategies For Accountant Risk Management

Most everyone enjoys interacting with clients. When newer staff are asked about the one thing they've enjoyed most as they've gained new experiences, it's almost always  getting  to talk to[...]

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Published In: Risk Management, Practice Management

CPA Risk Management: Run a Smooth Project from Start to Finish

Stephen Covey coined the phrase, " begin with the end in mind." And it's the way all successful projects should start. Knowing where you want to go and having a plan to get there is the beginning[...]

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Published In: Risk Management

Including Documentation In Your Accounting Risk Management Plan

 

Ahhh. Documentation. Everyone knows that when next year comes around, there's nothing better than a well-documented prior year file. Or, what about something that happened ten years ago, and[...]

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Published In: Risk Management, Practice Management, Small CPA Firms