Accounting, Tax & Bookkeeping
You hold your clients' most sensitive financial data, and the IRS now requires you to protect it with a written plan. We handle the security and the uptime so busy season never gets derailed — managed IT for accounting and tax firms.
Every return and every set of books is a target: Social Security numbers, bank details, and financial records in one place. On top of that, the FTC Safeguards Rule and the IRS require tax professionals to have — and follow — a Written Information Security Plan. And it all has to hold up during a busy season when downtime simply isn't an option. That's the exact problem we solve.
What makes IT hard here
The IRS requires a security plan
Under the FTC Safeguards Rule and IRS guidance, tax pros must maintain a Written Information Security Plan (WISP). Many firms know they need one but don't have the technical side handled.
Financial data is a prime target
Refund fraud, W-2 scams, and stolen client data are constant threats aimed squarely at accounting and tax firms.
Busy season can't afford downtime
During tax season, an outage or a ransomware lockout can cost you deadlines, clients, and a year's reputation in a week.
Client data spread across tools
Tax software, QuickBooks, portals, email, and scans — a lot of sensitive data in a lot of places, all needing to be secured and backed up.
Managed IT, built for your practice
WISP support
We help build and maintain the technical safeguards behind your Written Information Security Plan — and keep them current as the rules and your firm change.
Client-data security
Encryption, access controls, endpoint security, and monitoring across every machine that touches client financials.
Backups & continuity — built for busy season
Automatic, tested, offsite backups and a fast recovery plan, so a bad day in March doesn't become a lost season.
Email security & fraud defense
Protection against the refund-fraud, W-2, and impersonation scams that specifically target tax preparers.
Accounting & tax software support
We keep QuickBooks, your tax software, and client portals running and updated — and deal with the vendors so you don't wait on hold.
Put AI to work in the off-season
Document sorting, data entry, and repetitive review are strong, safe AI wins for a firm. An AI Opportunity Assessment finds the highest-value ones.
About that WISP requirement
The FTC Safeguards Rule and the IRS require tax and accounting firms to have a written information security plan and put real safeguards behind it. We're not your compliance authority, and a plan on paper isn't the point — we implement, document, and maintain the technical security it calls for, so you can stand behind it.
Let's keep your practice running
Veteran-owned, local, and built for small practices — no long hold times, no hospital-sized invoice. Tell us about your setup and we'll map out a plan.