97% say CPA firms not using tech efficiently

Originally by: Chris Gaetano

2025-05-16T21:42:58.000Z

While CPA firms far and wide have made major technology investments over the years, the vast majority of accountants say they’re not being used to their full potential.

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

**Summary**:
A recent survey finds 97% of CPA firms believe they’re under-utilizing existing technology investments. Many lack full deployment of cloud services, automation tools, data analytics and integrated security features. This inefficiency can leave gaps in patch management, encryption, access controls and real-time monitoring—core elements of a robust Written Information Security Program (WISP).

**Relevance Score**: 2
While the article focuses on tech adoption rather than direct cyber-incidents, under-utilized systems often translate to unpatched software, misconfigurations and missed security controls—undermining FTC Safeguard Rule and SOC 2 requirements.

**Category Tags**:
#WISPCompliance #ClientDataProtection #VendorRisk #SOC2 #ZeroTrust

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