IT for Accountants
Running Thomson Reuters CS Professional Suite On-Premise in 2026, Without the Tax-Season Surprises
UltraTax CS, Practice CS, and FileCabinet CS on your own servers, done right. Why 'local' and 'compliant' aren't opposites in 2026, and what it actually takes to keep a Thomson Reuters tax stack running through filing season.
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The Tax Preparer's IT Compliance Checklist: WISP, FTC Safeguards, and What the IRS Now Requires
Tax and accounting firms are legally 'financial institutions,' and the rules got stricter for the 2026 filing season. Here's what a Written Information Security Plan actually has to cover, and the IT controls behind each requirement.
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UltraTax CS on a Network: Getting Data Paths and the Proforma Rollover Right
Most UltraTax CS headaches at tax time come down to one thing: the software pointing at the wrong folder. Here's how data locations and the Proforma rollover actually work on a networked install, and how to check them before the season starts.
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"Publisher Could Not Be Verified": Fixing Network-Launch Warnings for Tax Software the Right Way
When professional software launches from a network share, Windows throws a security warning on every workstation. The one-machine fix everyone reaches for doesn't scale. Here's how to solve it properly across a whole office.
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When Practice CS Can't Find Its Database: SQL Connectivity for Accounting Firms
Practice CS runs on a SQL Server backend, so when the database is unreachable the whole application looks broken. It usually isn't. Here's what's really going wrong and how to get back to work fast.
Read More » Running Thomson Reuters CS Professional Suite On-Premise in 2026, Without the Tax-Season Surprises
UltraTax CS, Practice CS, and FileCabinet CS on your own servers, done right. Why 'local' and 'compliant' aren't opposites in 2026, and what it actually takes to keep a Thomson Reuters tax stack running through filing season.
Read More » The Tax Preparer's IT Compliance Checklist: WISP, FTC Safeguards, and What the IRS Now Requires
Tax and accounting firms are legally 'financial institutions,' and the rules got stricter for the 2026 filing season. Here's what a Written Information Security Plan actually has to cover, and the IT controls behind each requirement.
Read More » UltraTax CS on a Network: Getting Data Paths and the Proforma Rollover Right
Most UltraTax CS headaches at tax time come down to one thing: the software pointing at the wrong folder. Here's how data locations and the Proforma rollover actually work on a networked install, and how to check them before the season starts.
Read More » "Publisher Could Not Be Verified": Fixing Network-Launch Warnings for Tax Software the Right Way
When professional software launches from a network share, Windows throws a security warning on every workstation. The one-machine fix everyone reaches for doesn't scale. Here's how to solve it properly across a whole office.
Read More » When Practice CS Can't Find Its Database: SQL Connectivity for Accounting Firms
Practice CS runs on a SQL Server backend, so when the database is unreachable the whole application looks broken. It usually isn't. Here's what's really going wrong and how to get back to work fast.
Read More »