News

Boost productivity. Manage schedules. Develop marketing materials. Create a viral video. Whatever it is that you need to do today, there’s an app to help you get it done. GSCPA’s Director of Technology & Multimedia Services Calvin Wong shares some of the newest apps he has tested to help save you time and money, and maybe even impress your kids with your new skills.

The risk of cyber threats continues to grow for CPA firms, along with other professional services firms, as all are considered prime targets for cyber criminals given the wealth of sensitive client data, financial information, and/or legal documents they maintain.

For firm leaders navigating changing client expectations, talent shortages and the pressure to deliver faster insights, artificial intelligence (AI) presents a critical opportunity.

“Protect Your Clients; Protect Yourself” series highlights the importance of having a Written Information Security Plan (WISP).

Tax professionals are required by law to create a Written Information Security Plan – or WISP – to protect their clients’ data. The IRS and the Security Summit partners have created an easy-to-follow guide that outlines the basics and walks tax professionals through the ins and outs of starting and maintaining a plan.

Higher client expectations and economic demands are causing firms of all sizes to re-evaluate how technology can help them strengthen client relationships and grow their practices. Customer Relationship Management (CRM) systems are vital for managing business interactions, automating workflows, and improving efficiency.

With a focus on forward-thinking leadership, member advocacy, and professional excellence, the 2025 Strategic Leadership Forum & Annual Meeting set the tone for another impactful year for Oregon CPAs.

In the accounting and finance world, the adoption of new technology is gaining speed, providing both opportunities and challenges for organizations. As we corporate finance professionals strive to drive greater efficiencies and value by implementing the tools available today, I wonder just how far we’ll be able to go with the technologies of tomorrow.

If you’re a tax preparer, accountant, or financial services provider, you’ve likely heard the term “WISP” mentioned in relation to your professional obligations. But what exactly is a WISP, why do you need one, and what should it include?

As a tax professional, you are legally required under the FTC Safeguards Rule to maintain a Written Information Security Plan (WISP). This plan outlines the policies and procedures your business or firm follows to safeguard taxpayer data, assess risks, and respond to cybersecurity threats.

Read about the multitude of tax, regulatory and policy issues surrounding crypto that CPAs and business advisors are going to need to analyze moving forward.