Industry
CPAs & Accounting Firms
A written security plan, protected client data, rapid and friendly support for you and your systems to get you through all the tax seasons.
- FTC Safeguards Rule
- IRS Pub 4557
The challenges we see
Written information security plan
Required for tax preparers under the FTC Safeguards Rule; the IRS expects it.
Tax season crunch
Downtime in March isn't an option.
Client portals and file exchange
Secure ways to collect and deliver documents.
Remote and seasonal staff
Onboarding and offboarding without gaps.
How we help
- Managed IT & Help DeskDay-to-day support from our own US-based team that answers the phone and knows your environment.Learn more
- Financial Services (SEC Reg S-P, FINRA, FTC Safeguards)Cybersecurity programs for advisers, broker-dealers, CPA firms, and dealerships that offer financing.Learn more
- Microsoft 365Get the value you're paying for: right-sized licensing, organized files, and security that's switched on.Learn more
- Depot & Device LifecycleWe stock, configure, ship, recover, and retire your computers, wherever your people work.Learn more
Questions cpas & accounting firms leaders ask
- Does our accounting firm need a written information security plan (WISP)?Yes. Tax and accounting professionals are covered by the FTC Safeguards Rule, which requires a written information security program, and the IRS expects every tax preparer to have one. IRS Publication 4557 explains the requirements, and Publication 5708 provides a sample plan to start from. It needs to reflect what your firm actually does.
- How do we stop fake invoices and wire-transfer fraud sent by email?Treat every request to change payment details as suspicious until it's verified by phone, using a number you already had, not one from the email. Add multi-factor authentication so your own mailboxes can't be taken over, set up email authentication so criminals can't send as your domain, and train the people who move money.
Talk to a person, not a ticket or a bot
Tell us what's going on. We'll listen, ask informed questions, and give you informed and experienced guidance to consider.