Free guide
Seasonal staff access: an accounting-firm checklist
Plan preparer accounts, approved client-file access and departure handoffs before the next filing season.
Read the free guidePractical IT help. Yours to keep.
Free guides, checklists and advice for the way your business works. Find a useful next step by topic or business type.
12 resources
- Free guide
Practice workstations and vendor handoffs
Clarify workstation ownership, support contacts and the handoffs between office IT and specialist vendors.
Read the free guide - Article
Verify Bank-Detail Changes Outside the Email Thread
Use a known phone number and a second approval before changing where vendor, payroll, or client-bookkeeping payments are sent.
Read the article - Article
Write Down How Your Team Uses AI
Keep reusable AI instructions with your office procedures. Name someone to review them before your team shares, changes or relies on them.
Read the article - Article
Write the Workaround Before the Software Is Unavailable
Document and test a simple manual fallback for one critical business process so staff can keep working during a software or internet outage.
Read the article - Article
Plan the Change Before Moving Business Email
Moving email involves more than copying messages. Agree on timing, test with your team and tell staff what to expect before switching services.
Read the article - Article
One Checklist for Staff Leaving the Business
Use one checklist to stop a departing employee’s access, keep needed work, redirect messages and collect company equipment without losing important details.
Read the article - Article
Restore One File Before You Trust the Backup
Restore one important file today to confirm that your backup contains usable data and that someone knows how to recover it.
Read the article - Article
Check Essential Apps Before Handing Over a New PC
A new computer is not ready until your everyday apps work. Update and test email, meetings and other essential tools before handing it to an employee.
Read the article - Article
Give Every Medical or Dental Practice System a Recovery Owner
Assign a primary and backup person to coordinate recovery for each critical practice system, then test one recovery path today.
Read the article - Article
Tax Firms: Close Seasonal Staff Access After the October Deadline
Review seasonal preparer access after the extension deadline, suspend accounts whose work has ended, and preserve records deliberately.
Read the article - Article
Keep a Person in the Last Step of Automation
Let automation prepare drafts, tasks, and meeting details, while a named employee reviews anything that communicates or commits the business.
Read the article
Have an IT problem right now?
We’ll fix one IT problem for your business. 100% free, with no obligation.