As a tax professional, you are probably aware of your responsibility for keeping your clients’ personal data safe, but do you know what that really means and how to successfully protect their privacy?
Understand your legal and regulatory obligations and develop adequate policies to secure client data and protect your practice.
Now in their 19th year, CPA Practice Advisor Readers’ Choice Awards give our readers a way to spotlight the technologies they’ve found to be most useful in running their practices or helping them provide services to clients.
The SECURE 2.0 Act of 2022 addresses issues lawmakers believe are roadblocks to effective retirement planning.
The Readers’ Choice awards give professionals the chance to see which tech and workflows their peers use and trust, which can help them build more efficient and profitable workflows for their own practice.
This tax season, Drake Software served a record number of over 70,000 tax professional clients, and its products continue to meet or exceed all quality targets.
The Technology Lab Podcast – Sept. 2021 Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Drake Tax. Use the podcast player below to listen. link to the audio
Vice President of Application Development, Drake Software Franklin, NC Education: B.S. in Computer Science, Mars Hill College Professional Associations/Memberships: NACTP PIRC Civic Involvement: Youth Soccer Coach, Church involvement – Deacon, Teacher Hobbies: Spending time with my wife and kids, running, reading about American history, traveling and keeping up with Florida Gator football. Cell phone: HTC […]