Firms say practice management systems, tech infrastructure need an upgrade

Originally by: Chris Gaetano

2025-05-08T20:44:00.000Z

Tech-forward CPA firms reported a variety of areas in need of a tech upgrade, especially practice management systems and tech infrastructure.

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WISP Weekly Analysis. How is this story relevant to Cybersecurity and your Practice?

**Summary**:
CPA firms report aging practice-management systems and fragmented tech stacks are hindering secure remote work, cloud integration and real-time collaboration. Legacy on-premises platforms lack modern access controls, encryption and automated patching, magnifying phishing, ransomware and third-party risk. Firms must update their WISP to map data flows across cloud services, enforce multi-factor authentication, conduct vendor security assessments and embed continuous monitoring to satisfy FTC Safeguard and SOC 2 requirements.

**Relevance Score**: 4

**Category Tags**:
#WISPCompliance, #ClientDataProtection, #VendorRisk, #SOC2, #ZeroTrust, #Phishing, #Ransomware, #IncidentReporting

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