Technology solutions for CPAs, accounting firms, and financial services organizations — built around tax season demands, the FTC Safeguards Rule, and the security of client financial data.
We understand the unique technology challenges facing accounting & finance organizations.
When tax season hits, downtime is catastrophic. Your systems need to handle increased workloads without failure.
Under Gramm-Leach-Bliley, tax and accounting practices count as financial institutions — so the FTC Safeguards Rule reaches them. It requires a written information security program, and IRS Publication 4557 is the guide the IRS wrote for it.
You handle sensitive financial data for hundreds of clients. A breach could destroy your reputation and trigger regulatory penalties.
Modern accounting requires numerous specialized applications that must work together seamlessly.
Comprehensive IT services tailored for accounting & finance organizations.
Pre-season system audits and optimization to ensure your infrastructure handles peak workloads.
We can implement the technical safeguards and write the information security plan (WISP) the FTC Safeguards Rule and IRS Publication 4557 call for.
We can support QuickBooks, Sage, CCH, Drake, Lacerte, ProSeries, and other accounting platforms.
Encrypted file sharing solutions for secure document exchange with clients.
Comprehensive backup with rapid recovery to protect financial data and minimize downtime.
Strong authentication to protect access to financial systems and client data.
We can support the tools your accounting & finance organization relies on.
We conduct pre-season system audits, optimize performance, and verify backup systems. After-hours, weekend, and holiday support is unlimited, with no per-incident charges, so the peak does not cost you extra. We want zero surprises during tax season.
Under the Gramm-Leach-Bliley Act, tax and accounting practices are treated as financial institutions, which puts them under the FTC Safeguards Rule. The FTC states the program must be written (ftc.gov/business-guidance/resources/ftc-safeguards-rule-what-your-business-needs-know). IRS Publication 4557 is the IRS guide to it, and Publication 5708 is a WISP template for smaller practices. We can implement the safeguards and document the plan.
We can support accounting and tax platforms including QuickBooks, Sage, CCH, Drake, Lacerte, and ProSeries.
We implement encryption, access controls, monitoring, and backup solutions specifically designed to protect sensitive financial information. We also provide security awareness training for your staff.
Call and tell us what's going on before the next busy season. A person answers, and you get an honest answer — including "you don't need us for this."