Industry · CPA & Accounting

Tax season IT without the chaos

Client data, email, and deadlines all land on your systems. We help CPA firms stay secure and available — especially when volume spikes and nobody has time for IT drama.

For firms that treat client financial data like the asset it is.

Accountant working on a laptop in a bright modern office
Who this is for

Built for your kind of business

CPA practices, bookkeeping firms, and tax offices that handle sensitive client financial information.

What CPA firms usually struggle with

  • FTC Safeguards requirements that feel vague and easy to ignore until they are not
  • Phishing emails aimed at payroll and wire instructions
  • Backups that have never been tested before a real outage
  • Support tickets that sit while returns are due
What we cover

Short. Specific. Actionable.

FTC Safeguards clarity

A plain-English look at gaps and practical controls — written down, not buried in jargon.

Secure client email

Defenses around the inboxes attackers use for BEC and fake invoice scams.

Backup before peak season

Confirm restores work before April — not during a crash in peak week.

Flat-fee support

Help desk and 24/7 monitoring with one clear monthly rate.

How we work with accounting firms

We review Microsoft 365, endpoints, backups, and access in a free assessment. You get a short action plan. If you want us to run day-to-day IT, we cover monitoring, patching, and support under a flat fee so tax season is about clients — not fire drills.