IT Security for Accounting Firms, Without the Scare Tactics
Most security vendors sell fear. We'd rather be specific: encryption, monitoring, staff training, and the WISP the IRS already expects your firm to have. Built for people who hold taxpayer data for a living.
Eight Services, One Program
Start with whichever one is keeping you up at night. If you'd rather see how the pieces fit before picking, our cybersecurity guide for firms walks through the whole thing.
IRS Publication 4557 Compliance
The IRS requires every preparer to have a written security program. We build yours, keep it current, and make sure you can prove it exists.
Learn MoreClient Data Encryption
AES-256 for stored files, TLS 1.3 for anything in motion. If a laptop walks off, the returns on it stay unreadable.
Learn MorePhishing Protection
Email filtering built for the fake IRS notices and 'client' attachments that show up every February.
Learn MoreSecurity Awareness Training
Short lessons and simulated phishing tests that teach your staff to hesitate before they click.
Learn More24/7 Threat Monitoring
Analysts watching your systems around the clock, because attackers prefer weekends and 2am.
Learn MoreVulnerability Assessment
Scheduled scans and penetration tests that find the door somebody propped open before anyone else does.
Learn MoreMulti-Factor Authentication
A second factor on every login, so a stolen password stops being a master key to your client files.
Learn MoreSecure Network Design
Segmented networks and locked-down remote access, so one infected laptop can't reach the tax server.
Learn MoreFrameworks We Map Your Controls To
Auditors, insurers, and the IRS all want to see roughly the same handful of things written down. We keep the evidence somewhere you can find it in March
SOC 2 Type II
An outside audit of how a provider actually handles your data
IRS Pub 4557
The safeguards every paid preparer is expected to follow
WISP Compliant
The written security plan you attest to at PTIN renewal
GLBA
Including the FTC Safeguards Rule, which counts preparers as financial institutions
State Requirements
Breach-notice deadlines differ by state, and client lists don't
AICPA Standards
The confidentiality rules you're already bound by
Free IRS Compliance Assessment
Most firms can't say exactly where they stand against IRS Publication 4557, because nobody's ever checked. We'll look at what you have, tell you plainly what's missing, and hand you a list in the order worth fixing. No scare slideshow, and no invoice at the end of it.
- IRS Publication 4557 gap analysis
- WISP review and recommendations
- Staff security awareness assessment
- Prioritized remediation roadmap
Proof, Not Promises
Documentation an auditor can follow, for firms in every state