IT and security for CPA firms, built around tax season and the Safeguards Rule.
You hold the most sensitive data your clients have: Social Security numbers, bank accounts and complete financial pictures. We keep it protected, keep your tax software running at peak season and keep your written security program current.
What is at stake
- Tax season downtime when every hour counts
- FTC Safeguards Rule and IRS data security expectations
- Phishing aimed at your staff and your clients
- Remote and hybrid staff handling sensitive files
What keeps firm owners up at night.
The Safeguards Rule
The FTC Safeguards Rule expects covered firms to run a written information security program with a qualified individual in charge, risk assessments, multifactor authentication and encryption.
Peak season pressure
January through April leaves no room for slow computers, failed updates or a tax application that will not open.
Targeted phishing
Fake IRS notices, fake client documents and fake e-signature requests are built to fool busy accountants.
Hybrid work
Staff working from home need secure access to client files without emailing documents to personal accounts.
Built for the way CPA firms actually work.
Written information security plan
We help build and maintain the plan, risk assessment and policies the Safeguards Rule and IRS guidance call for.
Tax and accounting software support
Installs, updates and troubleshooting for the applications your firm depends on, scheduled around your deadlines.
Multifactor and secure client portals
Multifactor sign-in everywhere client data lives, and secure ways to exchange documents with clients.
Pre-season readiness
Patching, hardware checks and backup tests finished before the busy season, not during it.
24 x 7 detection and response
Managed threat detection and response that acts on suspicious activity at any hour.
Backup and disaster recovery
Tested backups and a written recovery plan, so one bad day does not become a lost season.
Your software. Your language.
We already support the applications CPA firms run on, and we know the words you use every day. No translating required.
Software we work with
Terms we use every day
Do not see yours? We work with your software vendor directly, so your staff does not have to. Product names belong to their owners.
Mapped to what you will be asked about.
We cross-walk our controls to the rules and requirements in your world, so you can prove your security, not just describe it.
What you receive
- Written information security plan
- Risk assessment with a prioritized remediation plan
- Multifactor authentication on every system holding client data
- Evidence for cyber insurance renewals
From first call to fully covered.
Talk
A short conversation about what is working, what is not and where your business is headed.
Scan
A free live external scan, then a deeper risk assessment if it makes sense.
Plan
A clear proposal with one predictable monthly price and a written onboarding plan.
Protect and prove
We close the gaps, document every control and keep it that way.
Fair questions.
Does the FTC Safeguards Rule apply to my firm?
The FTC lists tax preparation firms among the businesses the rule covers, and the IRS expects paid preparers to have a written information security plan. We help you confirm your obligations and close any gaps.
Can you work around tax season?
Yes. Major changes are scheduled for the off season, and pre-season readiness is done before January, so the busy season stays quiet.
Do you support our tax software?
We support the major tax and accounting applications, and we coordinate with the vendor when an issue is on their side.
Can we keep our own IT person?
Yes. Co-managed IT gives your in-house person our tools, monitoring and backup, without replacing anyone.
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Ready for security that holds up under scrutiny?
Pick the next step that fits. Every one of them starts with a real conversation, not a sales script.