Accounting & CPA Firms
FTC Safeguards Rule compliance and secure IT for tax and accounting practices.
Your firm holds the complete financial identity of every client: Social Security numbers, bank accounts, income history. The FTC Safeguards Rule makes protecting that data a legal requirement with real penalties, and the IRS expects a Written Information Security Plan just to renew your PTIN. We help CPA and tax firms get compliant, stay secure, and keep systems running when tax season can least afford downtime.
How We Help
Specific solutions for the challenges accounting & cpa firms organizations face
FTC Safeguards Rule Compliance
The Safeguards Rule requires a designated security lead, a written risk assessment, MFA, encryption, vendor oversight, and more. Most small firms are missing several of these. We assess your firm against every requirement and close the gaps in priority order.
Written Information Security Plan (WISP)
IRS Publication 4557 and PTIN renewal both point to the same requirement: a WISP that reflects how your firm actually operates. We write yours from your real environment, not a fill-in-the-blank template that falls apart under questions.
Client Data Scattered Everywhere
Tax documents live in email attachments, desktop folders, aging file shares, and legacy tax software. We find where client data actually lives, consolidate it into governed storage, and clean up what should have been deleted years ago.
Tax Season Uptime
A server failure in March is not an inconvenience, it is lost revenue and missed deadlines. We harden your infrastructure before busy season: monitoring, tested backups, capacity planning, and a disaster recovery plan with real recovery times.
Phishing & Wire Fraud Targeting Firms
Attackers target accounting firms deliberately: client refunds, banking detail changes, and e-file credentials are all worth money. We deploy phishing-resistant MFA, harden your mail platform, and set up verification procedures that defeat impersonation.
Secure Client Collaboration
Emailing tax documents back and forth is the workflow regulators hate most. We implement secure client portals and encrypted file exchange that clients will actually use, with retention policies that match your obligations.
Relevant Services
The services most commonly engaged by accounting & cpa firms clients
Compliance & Audit
Safeguards Rule gap assessment, WISP development, and ongoing compliance monitoring.
Cybersecurity
Phishing-resistant MFA, endpoint protection, and email security tuned to firm-targeted fraud.
Managed IT
Monitoring, backup, and support built around the tax calendar, not against it.
AI & Custom Applications
Document intake automation and AI tooling that keeps client data inside your environment.
Ready for a Safeguards Rule Assessment?
Let's discuss your accounting & cpa firms IT and compliance needs. No obligation, no pressure.
Other Industries
Banking & Financial Services
IT consulting built for the security and compliance demands of financial institutions.
Healthcare
HIPAA-focused IT consulting for healthcare organizations that handle protected health information.
Defense Contractors
CMMC readiness and NIST 800-171 compliance for defense industrial base contractors.
Professional Services
Secure IT infrastructure for law firms, accounting firms, and consulting practices.