Under 16 CFR Part 314, firms that prepare tax returns are treated as financial institutions under the Gramm-Leach-Bliley Act and must maintain a written information security program. See FTC Safeguards Rule and WISP compliance.
The IRS expects a Written Information Security Plan (WISP), including guidance in Publication 5708 and Publication 4557, and the data security acknowledgment on Form W-12 at PTIN renewal.
Multi-factor authentication for anyone accessing systems that hold or connect to client data, plus encryption of client data at rest and in transit.
Limits on disclosure and use of tax return information under Internal Revenue Code section 7216. Keep what the law requires, such as the return copies or lists preparers must retain for three years, and securely dispose of client data you no longer need.
Security incident reporting to the IRS for Authorized e-file Providers, FTC notification for qualifying breaches, and Florida and California breach-notification laws.
Insurers expect MFA, email security, endpoint protection, backups, and incident response before they write or renew a policy.
Managed IT support for partners, staff accountants, admins, and seasonal and remote staff, with tax-season planning for capacity and coverage.
Support for the infrastructure around tax, accounting, document-management, and client portal applications, including hosted and cloud environments, with direct vendor coordination.
MFA, conditional access, email filtering, phishing protection, secure external sharing, and user onboarding and offboarding.
Endpoint protection, EDR, patching, device encryption, and monitoring for office and remote devices.
Backup monitoring, restore testing, and recovery planning for client files, returns, and workpapers.
Secure remote access, network security, and firewall management for hybrid teams.
Help writing and maintaining your WISP, support for your Qualified Individual, and help preparing the annual report to firm leadership through our WISP and Safeguards program.
Co-managed IT for firms with an internal IT lead.
We review your users, devices, Microsoft 365, tax and accounting applications, client portal, backups, vendors, and remote access.
We identify the uptime, security, WISP, and data-handling gaps that create risk before the next filing deadline.
We prioritize fixes by client impact, deadline risk, security exposure, and effort.
We operate the environment with recurring support, monitoring, patching, backup checks, vendor coordination, and reporting to firm leadership.
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We handle all your IT—so you don’t have to. From daily support to long-term planning, we keep your systems running smoothly and securely.
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Support that strengthens your IT team and operations. We ease the load, fill skill gaps, and help your internal team scale with confidence.
Protection that never takes a day off. From ransomware to phishing, we secure your data with 24/7 monitoring and layered defenses.
Smarter, more flexible cloud solutions. We guide migrations, optimize usage, and manage your cloud infrastructure with security and cost in mind.
Work smarter, stay protected. Data backups, fast recovery, and the support your team needs to stay productive with everyday business tools.
Stop settling for slow or broken IT. You deserve support that’s fast, friendly, and helpful. Take the stress out of tech and get back to peace of mind.
From 24/7 monitoring to help desk support and tax-season planning, our managed IT services cover every angle so your firm stays protected, your staff stays productive, and client work keeps moving.
We monitor your systems around the clock to catch issues early and prevent downtime, keeping tax software, file servers, and client portals available when your team needs them.
Get fast, remote help from real people for partners, staff accountants, admins, and seasonal staff, so tickets do not pile up during filing season.
Protect client data with layered security, including MFA, email filtering, phishing protection, EDR, and device encryption, that goes far beyond basic antivirus.
We manage, monitor, and test backups of client files, returns, and workpapers so they are safe, secure, and ready to restore.
Our BDR solutions help your firm recover fast from outages, ransomware, or hardware failure with secure backups and reliable restoration.
We learn how your firm works and offer practical IT advice to reduce risk, plan for tax season, and support your WISP and FTC Safeguards Rule readiness.
Most issues are handled remotely, but when needed, we’ll be there in person—fast.
We keep your office network, firewalls, and secure remote access updated and optimized for in-office, hybrid, and remote staff.
We coordinate directly with your tax, accounting, document-management, and portal vendors, and handle contracts, renewals, and support, so your staff is not stuck in the middle.
