CPA & Tax Firms
IT support for CPA and tax firms
Client tax data deserves real protection. We help Lowcountry accounting and tax offices put sensible security in place before filing season gets busy.
What we hear from offices like yours
Is our WISP current?
The IRS reminds tax professionals that a written information security plan is required under the FTC Safeguards Rule. IRS Publication 5708 offers a free template to start from.
Who can get into client data?
The Safeguards Rule calls for multi-factor authentication on systems that hold customer information, and accounts for departed staff should be removed.
Will we be ready for tax season?
Tested backups, updated devices and secure ways to exchange files with clients matter most when the workload peaks.
How we help
- Help writing or updating your WISP, using IRS Publication 5708 as the starting point
- Multi-factor authentication set up across email and the accounts that touch client data
- Secure client file exchange and Microsoft 365 security settings
- Backups, updates and device care so systems are ready before filing season
- Help desk support from a local, veteran-owned team
How a free consult works
A 15-minute call, no obligation. Tell us about your office and what's on your mind, and you'll leave with clear next steps in plain English.
Helpful official resources
Talk it through in 15 minutes
Veteran-owned and based in Summerville, SC. Serving offices across the Lowcountry, with remote support available.