For CPA & Accounting Firms

Protect taxpayer data and stay up through tax season

Accounting firms hold exactly the data criminals want, and the busiest months leave no room for downtime. We help you secure it, document it, and keep it running.

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The challenges

What we hear from cpa & accounting firms

Regulators treat you as a financial institution

Tax preparers and many accounting firms fall under the FTC Safeguards Rule, which requires a written information security program and specific safeguards.

Tax season leaves no margin for outages

A failed server, ransomware event, or slow network during peak season costs billable time and puts filing commitments at risk.

Taxpayer data is a prime target

Identity thieves target tax professionals to steal client information and file fraudulent returns, often starting with a phishing email or stolen password.

Remote and seasonal staff add risk

Seasonal hires, remote preparers, and client portals expand the number of people and devices that touch sensitive data.

The FTC Safeguards Rule and your WISP

Under the Gramm-Leach-Bliley Act, tax preparers and many accounting firms are considered financial institutions, which brings them under the FTC Safeguards Rule. The rule requires a written information security program, a designated person responsible for it, a risk assessment, and safeguards such as access controls, encryption, and multi-factor authentication. IRS Publication 4557, Safeguarding Taxpayer Data, walks tax professionals through these expectations and points them to a written information security plan, often called a WISP.

Many firms have a WISP template sitting in a folder that no longer matches how the office actually works. We help you build or update a plan that reflects your real systems, then put the technical safeguards in place to back it up. You get documentation you can stand behind and controls that work. When a client, insurer, or regulator asks, you can show what you do.

Reliable systems when the workload peaks

Tax season is the worst time to discover that a server is failing, a backup has not run, or the internet connection cannot handle everyone working at once. Tax and accounting applications, document portals, and scanning workflows all need to perform when the volume is highest. Problems that are an annoyance in summer become serious when deadlines are close. Preparation has to happen well before the rush.

We plan ahead of the busy season: patching, capacity checks, backup testing, and onboarding for seasonal staff. During peak months, your team gets a responsive help desk that understands the stakes. The aim is simple: your preparers spend their time on returns, not on waiting for computers. After the season, we review what worked and what did not, so the next year starts from a better position than the last.

Recommended

Solutions for cpa & accounting firms

Managed IT Services

Proactive, fully managed IT with US-based, in-house support, so your team stops fighting technology and gets back to work.

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Cybersecurity & 24/7 Monitoring

Layered protection and around-the-clock monitoring that catch threats early, backed by certified incident responders when it matters most.

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FTC Safeguards & PCI Compliance

Help for CPA firms, tax preparers, and businesses that take card payments to meet the FTC Safeguards Rule and PCI DSS without the guesswork.

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Backup & Disaster Recovery

Backups that are monitored, protected from ransomware, and actually tested, plus a recovery plan your team can follow on a bad day.

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Cloud & Microsoft 365 Services

Microsoft 365 and cloud services set up securely, licensed correctly, and managed so your team can work from anywhere without the mess.

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VoIP & Business Phone Systems

Cloud phone systems that are planned, configured, and supported by the same team that runs your network, so calls just work.

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Talk to an engineer, not a salesperson

Book a 15-minute discovery call

Tell us what is frustrating you about your IT today. We will tell you honestly whether we can fix it — and how.

1A 15-minute call with an engineer — no sales script.
2We listen to what is broken and what you need.
3You get an honest recommendation, even if it is not us.

Prefer to talk now? 404-719-5222 IN 317-663-9743

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Frequently asked questions

Does the FTC Safeguards Rule apply to my firm?

Tax preparers and many accounting firms are treated as financial institutions under the Gramm-Leach-Bliley Act and fall under the rule. We can review your services and help you understand how it applies.

Can you help us write or update our WISP?

Yes. We help you build a written information security plan that reflects how your firm actually operates and then implement the safeguards it describes.

How do you prepare for tax season?

We schedule patching, backup testing, capacity checks, and seasonal staff onboarding before the busy months so your systems are ready when the workload peaks.

Do you support remote and seasonal staff?

Yes. We set up secure remote access, managed devices, and multi-factor authentication so temporary and remote team members can work without putting client data at risk.